Donor Advised Fund (DAF) 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
There is growing interest among donors to align their philanthropic investment with their values.
Sixty percent of donors have already made one or more impact investment.
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.
Research, Due Diligence and Product Creation
Expedite the process to qualify and understand investment opportunities with support from our Research Team.
Technology Platform
Your donors can use our simple online platform to quickly discover and collaborate around investment opportunities with their family members and advisors.
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.
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 top-tier nonprofits, national foundations, impact investors and domain partners. Our database has over 1,000 impact investment opportunities and is growing.
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
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 Program Related Investments (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 (DAF) 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
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