Impact investing is a rapidly growing practice — now exceeding $1 trillion globally — and increasingly adopted by foundations and donor-advised funds of all sizes. And while it can feel complex from the outside, it's far more accessible than most foundations expect. In this practitioner-led session, Foundation Source and CapShift will demystify the impact investing landscape in clear, practical terms: highlight what tools exist — from recoverable grants to program-related investments (PRIs) and mission-related investments (MRIs), how foundations are using them today, and how these approaches can be integrated within your existing structures and advisory relationships.

Financial advisors who engage their clients about their values and offer them simple yet credible strategies for impact investing can deepen their relationships and expand their business. In this candid, solutions-focused conversation, advisors can bring the real questions and concerns that often go unspoken.