23 07, 2025

Investing Where It Matters: Making Place-Based Strategies Work for Foundations

2025-07-23T15:18:57+00:00

For many foundations and families, the drive to align investments with place-based missions is growing stronger. The impulse is grounded in both mission and logic: if a foundation exists to strengthen a region or community, shouldn’t its investments do the same?

Investing Where It Matters: Making Place-Based Strategies Work for Foundations2025-07-23T15:18:57+00:00
14 07, 2025

Why Pay Attention to Sovereign Wealth Funds in Impact Investing?

2025-07-15T17:47:34+00:00

For foundations, family offices, and financial advisors working in the impact ecosystem, this evolution of sovereign wealth funds is highly relevant. Sovereign capital is moving into impact not only demonstrates how impact investing is gaining popularity, but also presents concrete opportunities for collaboration, co-investment, and scaling impact at systemic levels.

Why Pay Attention to Sovereign Wealth Funds in Impact Investing?2025-07-15T17:47:34+00:00
26 06, 2025

Advisor Case Study: Delivering Deep Impact with an Easy Button

2025-07-08T21:43:15+00:00

Advisors can elevate impact, without the operational burden. In today’s world, more UHNW families are seeking purpose alongside profit. They want their capital to shape a better world — but they rely on their trusted advisors to show them how.

Advisor Case Study: Delivering Deep Impact with an Easy Button2025-07-08T21:43:15+00:00
26 06, 2025

Family Case Study: Turn Your Donor Advised Fund into an Impact Powerhouse

2025-06-26T00:54:54+00:00

For many of today’s most forward-thinking families, wealth is more than a balance sheet — it’s a lever for legacy. Whether it’s targeting lasting climate impact or tackling systemic challenges like generational poverty, families are putting their capital to work for good.

Family Case Study: Turn Your Donor Advised Fund into an Impact Powerhouse2025-06-26T00:54:54+00:00
24 06, 2025

Getting Started: You Know What Your Client Cares About—Now What? Turning Values into Investment Strategy

2026-05-27T15:25:59+00:00

Here’s the truth: you don’t need to change your core investment approach. You just need to integrate your client’s values into the decisions you already make around risk, return, and diversification.

Getting Started: You Know What Your Client Cares About—Now What? Turning Values into Investment Strategy2026-05-27T15:25:59+00:00
14 05, 2025

Getting Started: The First Discussion – Understanding Your Clients’ Values and Priorities

2026-05-27T15:30:22+00:00

This first piece in CapShift’s "Getting Started" series, explores effective strategies for the first client discussion. Our hope is to help you initiate a meaningful dialogue with your clients about their values and goals beyond the financial aspect, setting the stage for alignment between their investments and values.  

Getting Started: The First Discussion – Understanding Your Clients’ Values and Priorities2026-05-27T15:30:22+00:00
20 02, 2025

A Donor’s Guide: Questions to Consider When Opening a Donor-Advised Fund if Impact Investing is One of Your Objectives

2025-02-20T14:44:56+00:00

To get the most out of your donor-advised fund, consider your goals and plans upfront to avoid potential limitations down the line. If you are interested in incorporating impact investing it is important to ask the right questions up front.

A Donor’s Guide: Questions to Consider When Opening a Donor-Advised Fund if Impact Investing is One of Your Objectives2025-02-20T14:44:56+00:00

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Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC’s charges and expenses. CapShift Advisors LLC’s advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV Part 1, Part 2A Brochure, and Part 3 CRS, available at https://adviserinfo.sec.gov/

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