Leverage your organization's investment resources for positive societal impact.
Impact Investing for Non-Profits
Impact Capital Strategies can help mobilize Non-Profit Organizations 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 Non-Profit Organizations create an Investment Policy Statement that outlines how they can manage their assets to fulfill their 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 Non-Profit Organization's financial future, we take great pride in developing deep and long-term relationships along the way.
- Mission-Driven Investing
- Socially Responsible Asset Allocation Strategies
- Investment Policy Statement
- Cash Management
- Socially Responsible Retirement Plans
- Simple IRAs
- SEP IRAs
- Executive Services
- Risk Management
- Board Meeting Presentations
Senior Registered Branch Administrator