Foundations

Leverage your Foundation's investment resources to align with your values.

IMPACT INVESTING FOR FOUNDATIONS

Impact Capital Strategies can help mobilize Foundations and their boards to align their values with their investments, to leverage the untapped investment resources at their disposal for positive societal impact. Impact Capital Strategies will help foundations create an Investment Policy Statement that outlines how they can manage their assets to fulfill their fiduciary responsibilities as well as accomplish meaningful environmental, social and corporate governance outcomes. Once investments are put in place we monitor daily, check in with our clients frequently and rebalance and adjust allocations to accommodate for changes in the markets and financial and/or ESG goals. If during the planning process we find that the board is in need of additional professional resources we make referrals to experts within our trusted network. When working hand in hand to secure a Foundation’s financial future, we take great pride in developing deep and long-term relationships along the way.

  • Impact Investing
  • Social Screening/Mission Alignment
  • Investment Policy Statement
  • Asset Allocation Strategies
  • Risk Management
  • Green Investing Strategies
  • Carbon-Free Portfolios
  • Socially Responsible Retirement Plans
  • Board Meeting Presentations
 
 

Talk to us about detailed strategies.

LORI JOHNSTON

877-275-0705
Lori@ImpactCapitalStrategies.net

STEVE BADT

202-844-3552
Steve@ImpactCapitalStrategies.net

JON ELLENBOGEN

202-844-3552
Jon@ImpactCapitalStrategies.net