Outline the type of impact you seek to have
Understand the resources you have at your disposal (investments, grants, or time)
Form a plan for thoughtfully targeting your resources to your problems of interest they are best suited to solve for
This process involves understanding your goals and leverages our proprietary Impact Heatmap to show what impact goals can be accomplished with specific investment opportunities (in stocks, fixed income, real estate, private investments, or grants). We work alongside your financial advisors to ensure this strategy sit seamlessly within your existing asset allocation framework.