Investment Approach

Impact Charitable helps our clients be intentional about impact across their full suite of tools.

CHARITABLE GIVING

There will always be a need for philanthropy, and we are here to help. We will work with donors to achieve the impact they desire through grants alongside investments.  And, we'll inspire the donors with education on high quality nonprofit organizations.  

We encourage our donors to leverage assets earmarked for charity by investing them in impact investments, until you're ready to donate.  

 

Impact Investing

PROGRAM-RELATED INVESTMENTS (PRI'S), I.E. CONCESSIONARY RETURNS

Take your charitable dollars further by making below-market investments into promising projects and organizations, across all asset classes.  We continuously source and incorporate great investment opportunities into the donors' impact funds on a local, national and international basis.  

Market-Rate Investments  

We bring the best minds and funds in market-rate impact investing to your Donor Advised Fund across all asset classes and a broad spectrum of thematic values.  


Thematic Values we address across Philanthropy and Impact Investments include, but are not limited to:  

  • ESG Divest/Invest
  • Housing
  • Agriculture
  • Education
  • Energy
  • Environment
  • Financial Services / Access to Capital
  • Health
  • Water
  • Gender Lens