Individuals, Families, And Foundations

    Unlock the full potential of your capital with CapShift

    Access transformative investments that address the global and local challenges most important to you while continuing to work with your preferred financial and philanthropic institutions.

    OUr Services

    Our Tools Make Impact Investing Simpler

    Our suite of solutions helps you add impact investing to your portfolio by accessing new data, capabilities, and tools through one cost-effective platform:


    Donor Advised Funds (DAFs)

    We have partnered with leading donor advised fund providers to make it easier to use your account for impact investing.

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    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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    Technology Platform and Impact Reporting

    Use our simple online platform to quickly discover and collaborate around investment opportunities with your family and advisors.

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    Research and Due Diligence

    Impact investing covers a wide range of asset classes and thematic areas.  We know reviews of these products can be costly, so we help you manage those costs and expedite the review process.

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    Donor Advised Funds (DAFs)

    Make a Bigger Impact

    We have partnered with leading Donor Advised Fund Providers to make it easier to use your account for impact investing.

    By using CapShift with your preferred donor advised fund provider, you can:

    Activate

    Align the capital you’ve already donated with your values

    ACCESS

    Have exclusive access to unique impact investments, frequently at lower minimums than you would find outside of your donor advised fund

    RECOMMEND

    Suggest impact investment opportunities you’re interested in to your provider

    Your cares and concerns are unique, and so are our offerings – from preserving affordable housing in your city, to ensuring children in remote areas in Syria have blankets before winter, to supporting public companies aligned with your values, we’ve got you covered.

    Contact Us to Find Out How We Work with Your Provider


    Download Our Donor Overview

    FlexDAF Impact Program

    Donor advised funds are popular, tax efficient, flexible vehicles for individuals and families to make impact-aligned investments. However, the traditional process of identifying a provider can be complex and opaque, with no easy way to compare provider services and fees, determine what types of investments can be approved, and manage approval and ongoing oversight.

    Utilize a new donor-advised fund (DAF) for streamlined, custom investing into impact funds, companies, and nonprofits.

    Our FlexDAF for Impact program offers tools to select an appropriate DAF provider for your needs, access competitive fees, select and approve impact investments, and provide ongoing oversight.

    Our FlexDAF for Impact program offers an end-to-end service to:

    Tailored

    Our tool analyzes your needs and identifies an appropriate provider to fit your criteria, with access to discounted fees

    Supportive

    Our tool facilitates the DAF Provider’s approval of your desired public and private impact investments

    Streamlined

    We simplify management through integrated billing, reporting, and oversight

    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. The investment opportunities in our database span all areas of impact and the United Nations Sustainable Development Goals.

    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.

    Evaluate

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

    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

    Technology Platform and Impact Reporting

    Put a Spotlight on Progress

    Use our simple online platform to quickly discover and collaborate around investment opportunities with your family and advisors.

    Our tools enable you to connect with the investments that best align with your unique goals and preferences – including video, summaries, photos, key metrics, and offering documents – in one easy location.

    Our portal also allows you to access a central dashboard to monitor your impact portfolio, including impact highlights.

    Contact Us to Learn More

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    Research and Due Diligence

    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.

    Our team has a deep background in financial diligence in public and private markets. Additionally, our proprietary impact assessment methodology was built utilizing the Impact Management Project framework and vetted by our funders Heron Foundation and Omidyar Network.

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

    Contact Us to Learn More


    We’re here to help – let us know if you’d like to discuss how we can work together