Foundations

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

Impact Investing for Foundations

Impact Capital Strategies helps to mobilize foundations to align their values with their investments and to leverage the untapped investment resources at their disposal for positive societal impact. Impact Capital Strategies works with Trustees to create an Investment Policy Statement that outlines how foundations can manage their assets to fulfill their fiduciary responsibilities as well as seek meaningful environmental, social and corporate governance outcomes. Once investments are put in place, we monitor and meet with board members to review both financial and ESG goals. If during our process we find that the board is in need of additional resources, we make referrals to professionals within our trusted network. When working hand-in-hand to help plan for 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
  • Shareholder Activism

*An investment’s social policy could cause it to forgo opportunities to gain exposure to certain industries, companies, sectors or regions of the economy which could cause it to underperform similar investments that do not operate under a social policy. Risks associated with investing in ESG-related strategies can also include a lack of consistency in approach and a lack of transparency in manager methodologies. A socially responsible investing style may shift in and out of favor. Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you.


Talk to us about detailed strategies.

Contact Us

Lori Johnston

Managing Partner

877-275-0705

[email protected]

Jon Ellenbogen

Managing Partner

202-844-3552

[email protected]

Ashley Lazarewicz

Partner

202-844-3552

[email protected]

Amy Champion-Thomas

Senior Registered Branch Administrator

202-844-3552

[email protected]

Steve Badt

Operations Manager

202-844-3552

[email protected]