Our Cause based investments provide you the opportunity that can fuel the collective work of many charities all addressing the same issues. Your tax-deductible donation is pooled with others to help achieve wide-reaching effects and the opportunity to get a return on your donation.

These four characteristics help define credible social impact donations and investing:

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  Intentionality

  An investor’s intention to have a positive social or environmental impact through investments is essential to impact investing.

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  Investment with Return Expectations

  Impact investments are expected to generate a financial return on capital or, at minimum, a return of capital.

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  Range of Return Expectations and Asset Classes

  Impact investments target financial returns that range from below market (sometimes called concessionary) to risk-adjusted market rate, and can be made across asset classes, including but not limited to cash equivalents, fixed income, venture capital, and private equity.

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  Impact Measurement

  A hallmark of social impact investing is the commitment of the investor to measure and report the social and environmental performance and progress of underlying investments, ensuring transparency and accountability while informing the practice of social impact investing and building the field.