Helping a Large Donor-Advised Fund (DAF) Delight Donors, Win New Business, and Compete at the Highest Level
The Opportunity
Leaders at the DAF were hearing a common message from some of their most valued clients: “Can I use my DAF to invest in causes I care about, not just make grants?”
More and more, donors want to invest their charitable assets in ways that advance their social and environmental goals with the potential for growth — not just wait to give those funds away.
It was clear: meeting this need would help retain key relationships and attract new ones. But building a robust offering wasn’t something the team could do alone.
The Challenge
The DAF wanted to act quickly — but without the heavy lift of building new investment systems, hiring a new team, or taking on added liability.
They needed help creating:
- Accessible investment options that met donor interest
- Support for donor-requested investments
- Custom solutions for top donors
The Solution: A CapShift Partnership Built for Scale and Simplicity
CapShift partnered with the DAF to create a simple, powerful solution that allowed the DAF to offer:
- Impact pools with daily liquidity
- Sourcing and due diligence support for donor-requested investments
- Personalized portfolios
- Advisor-facing tools
The Results
Together, CapShift and the DAF launched a modern, competitive impact investing program that:
- Requires no added hiring or systems
- Keeps the DAF in full control of the donor relationship
- Allows donors to align their investments with their values
- Helps win and retain some of the DAF’s most important clients
- Supports the DAF’s financial advisor partners in serving their own clients
In total, this partnership has catalyzed $290,000,000 for impact.
Why This Matters for DAF Leaders
✔ Keep Your Donors Engaged
✔ Compete with Leading Providers
✔ Strengthen Client and Prospect Relationships
✔ Bring Financial Advisors Along
