Donor Advised Fund Providers

    CapShift’s turnkey solution lets you build a tailored impact investment program.

    Learn more by downloading our overview for donor advised fund providers.

    Unique Solutions for Your Donors

    0%

    Sixty percent of donors have already made one or more impact investment.

    More than 0%

    Over a third of donors are very interested in making an impact investment with wealth set aside for charitable donations specifically.

    OUr Services

    Build your Business and Donor Engagement

    Our suite of tools enables you to offer a new, differentiated value proposition to donors and advisors:


    Sourcing Services

    Our proprietary and growing database includes leading public ESG and thematic strategies, private funds, direct investments, and philanthropic investments.

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    Research, Due Diligence and Product Creation

    Expedite the process to qualify and understand investment opportunities with support from our Research Team.

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    Technology Platform

    Your donors can use our simple online platform to quickly discover and collaborate around investment opportunities with their family members and advisors.

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    Social Impact Reporting

    Stay up-to-date and share regular financial and social impact reporting over the life of the investment using CapShift’s technology.

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    Sourcing Services

    Search by What’s Important to You

    Our proprietary and growing database includes leading public ESG and thematic strategies, private funds, direct investments, and philanthropic investments.

    Find

    We source opportunities from high-quality domain partners and have over 1000 opportunities in our database

    Review

    We qualify opportunities to meet basic impact filters and to ensure they’re transactable

    Synthesize

    We develop Product Summaries and Marketing Materials based on client interest

    If you have a unique request, such as a specific geography or impact area, we can leverage our network of partners to identify specialized investment opportunities.

    Clean Energy

    Income equality

    Quality education

    Healthcare

    Safe and Affordable Housing

    Sustainable food and agriculture

    Social Justice

    Refugee stability and livelihoods

    Research, Due Diligence and Product Creation

    Streamline Your Process

    Impact investing covers a wide range of asset classes and thematic areas. We know reviews of these products can be costly, so our Research Team can work with you to help manage those costs, narrow your search, and expedite the review process.

    Additionally, through a partnership with MissionPoint Partners, a registered investment advisor, you can receive a full due diligence packet and recommendation based on your clients’ unique risk, return and impact criteria.

    MissionPoint also works with CapShift’s research to develop thematic impact investment pools that can be offered to all donors. Generally, these focus on public equity, fixed income, and impact cash strategies.

    Contact Us to Learn More


    Technology Platform

    Connect Your Clients with Impact

    Your donors can use our simple online platform to quickly discover and collaborate around investment opportunities with their family members and advisors.

    Our tools enable them to connect with the investments that you have pre-approved and that best align with their unique goals and preferences. Investment summaries including videos, photos, key metrics, and offering documents in one easy location.

    Our portal also provides a central dashboard for them to monitor their impact portfolio, including impact highlights.

    Schedule a Demo Today

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    Social Impact Reporting

    Spotlight the Progress

    CapShift helps you keep the impact front and center by providing you with easy-to-use materials that share stories, key metrics, and tie back to the United Nations’ Sustainable Development Goals. You can incorporate these materials – available for both public and private investment opportunities – into a client meeting or send as part of a quarterly statement.

    See a Sample Impact Report


    CapShift Expertise

    Our team brings unique capabilities and experience, spanning from asset management to community-based finance, to help you expand your impact investment offerings.

    Our Expertise Includes:

    • Donor surveys to understand demand for impact investing
    • Sourcing to find quality products
    • Market intelligence to understand how your impact investment offering fits in the broader ecosystem
    • Program marketing to best communicate to a diverse community of donors and financial professionals
    • DAF-specific compliance needs, differentiating the process needed to approve and execute public investments, illiquid investments, and recoverable grants or PRIs
    • Operational considerations, including integration with custodial and advisor partners and streamlined document management

    What to expect when working with CapShift

    CapShift has a flexible partnership program to support donor advised fund providers in bringing impact investing services to their donors.

     

    CUSTOMIZED

    We tailor our services to meet the specific needs of each DAF provider

    FLEXIBLE

    We offer our program as co-branded or white-labeled

    RESPECTFUL

    We respect your existing donor and advisor relationships

    Reach out to us to start a conversation about how impact investing might help grow your program.