Helping a large donor-advised fund delight donors, win new business, and compete at the highest level The post Case Study: How One Leading Donor-Advised Fund Built an Impact Investing Program to Meet All of Their Stakeholders appeared first on CapShift.| CapShift
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. The post Family Case Study: Turn Your Donor Advised Fund into an Impact Powerhouse appeared first on CapShift.| CapShift
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If you’re like many, when you’ve taken the first steps to meet this interest you’ve been overwhelmed by the complexity that impact investing brings. Meeting these needs is difficult for many institutions.| CapShift
In addition to using your gym membership and flossing more, what about setting a goal for 2024 to put your dollars to work as a catalyst for a better future? Each year we like to take a moment to reflect on what we hope the coming year will bring and ways that we can get there.| CapShift
In addition to using your gym membership and flossing more, what about setting a goal for 2024 to put your dollars to work as a catalyst for a better future? Each year we like to take a moment to reflect on what we hope the coming year will bring and ways that we can get there.| CapShift
Year end is crunch time for financial advisors—clients are rushing to meet tax deadlines, finalize charitable contributions, and plan for the future. But what if you could help them do more than just check a box on their to-do list?| CapShift
As the year comes to a close, advisors and donors alike are thinking about year-end strategies that set the stage for meaningful, legacy-building impact, including recoverable grants.| CapShift