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Insights

The Foundation Review: Donor-Advised Funds and Impact Investing—A Practitioner’s View

Sam Marks

Impact Investments, Impact Investing Advisory Services

Key Takeaway

To increase the prevalence of impact-first investing with DAF capital, practitioners should get creative—designing opportunities for those interested in impact to easily put their capital to work in innovative ways.

In “Donor Advised Funds and Impact Investing: A Practitioner’s View,” published in the December 2022 edition of The Foundation Review, FJC CEO Sam Marks outlines challenges and opportunities for impact investing with DAF capital. He explores Social Finance’s market research on unlocking DAF capital to achieve social impact and the UP Fund as an example of what’s possible in the field.

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The DAF market represents a significant pool of assets already earmarked for charitable purposes that largely remain in traditional market-rate investments without a mandate to generate social and/or environmental outcomes.

Tracy Palandjian

CEO and Co-Founder, Social Finance

Tracy Palandjian headshot

Related Insight

Understanding the Potential of Impact Capital with Social Finance’s Stephen Vicinelli and Catherine Dun Rappaport
Headshots of Stephen Vicinelli and Catherine Dun Rappaport

Understanding the Potential of Impact Capital with Social Finance’s Stephen Vicinelli and Catherine Dun Rappaport

Stephen Vicinelli and Catherine Dun Rappaport joined Social Finance in late 2022. Both devote their time to unlocking the change-making potential of passive charitable capital, or assets that are indirectly invested through donor-advised funds (DAFs)…

Stephen Vicinelli, Catherine Dun Rappaport, and Social Finance