Aerial view of a residential neighborhood with houses, trees, and parked cars along a road.

Insights

Webinar: Carveouts for Place-Based Impact Investing

Impact Investments, Impact Investing Advisory Services

A growing cadre of place-based foundations are recognizing the power of shifting a portion of their endowments to be invested locally, establishing carve-outs and, in the case of community foundations, automatically allocating a portion of DAF assets to impact.

On February 24, 2025, Social Finance hosted Rebecca Price of The Boston Foundation, Mary Rutherford of the Montana Community Foundation, and Shanaysha Sauls of the Baltimore Community Foundation whose organizations are at various stages of implementing these changes.

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