in deep, holistic impact - stretching from grants to market-rate returns
in simple, accessible impact - we create products for the every-day, the new, the busy impact investor
that money set aside for charity should be invested in order to generate positive social and environmental impact
Our mission is to activate charitable dollars for impact through investment, education and strategic philanthropy.
What We Do
The primary vehicle we utilize is donor advised funds offered to individuals and institutions interested in exploring or expanding impact investment.
Once clients donate money into an Impact Charitable Donor Advised Fund, we invest the assets in impact investments across all asset classes, all the while educating the donor on the deep impact of their investments.
We work with the clients to understand giving goals, and ensure liquidity to meet and assist with their charitable needs.