For donors interested in customized impact investments, National Philanthropic Trust offers a curated menu of pre-approved private investment options. These investments—researched and selected in partnership with CapShift—seek specific social, economic or environmental impacts in addition to financial returns. The loan funds provide capital to companies, non-profits and individuals and offer one- to five-year investment terms. Private equity and venture funds invest in companies, real estate and infrastructure projects and have investment horizons of typically 10 years or more. Other open-ended funds make long-term investments, but allow for redemptions. These private funds invest in innovative new products and solutions to global challenges and aid social enterprises to scale their operations and impact on their local communities.
NPT and CapShift can aid you in determining the appropriate investments for your area of impact focus, risk tolerance, and liquidity needs. For additional details about these investment options or to get started in this unique offering, please email us.
Denotes COVID-19 Focus — Investments designated “COVID-19 Response” address the healthcare or economic consequences of the pandemic, including both near-term relief and longer-term recovery, in the U.S. and abroad.
Denotes Racial Justice Focus — Investments designated “Racial Justice” are focused predominantly in the U.S. and address inequities facing minority communities, with a focus on education, housing, healthcare, access to credit or funding of minority entrepreneurs or business owners.
Global Small and Medium Business Loan Fund Impact Sector: Financial Services Provide credit and short-term capital to small- and medium-size businesses globally. This private debt fund allows businesses to expand, which drives economic growth in underserved communities.
New Hampshire Community Loan Fund Impact Sector: Economic Development Provide low- and moderate-income populations in New Hampshire with affordable homes, quality jobs, childcare and community services. This community loan fund provides loans for individuals, small businesses, and community services with a primary focus on affordable housing.
Root Capital – Senior Impact Notes Impact Sector: Economic Development Provide affordable loans to cooperatives and agricultural businesses in Africa, Latin America and Southeast Asia to give farmers a path to prosperity. This impact-focused loan fund supports small-holder farmers by providing capital to their principal buyers to invest in facilities, equipment and transportation.
Workforce Training Equity Fund Impact Sector: Education Fund upskilling and training programs that allow low-income individuals to retrain for higher-paid jobs at no upfront cost. This long-term fund, backed by a leading nonprofit, finances training and education programs in which students pay for their education through a percentage of their salaries after achieving a new higher paying job.
MCE Global Economic Opportunity Notes Impact Sector: Microfinance/Financial Services Provide microloans to create jobs, increase household savings, and supply energy and clean water for women and rural communities in emerging markets. This impact-focused fund provides loans to microfinance institutions and small and emerging businesses, many of which have been negatively impacted by Covid-19. The notes are backed by a ratio of 2:1 in philanthropic guarantees, which MCE can draw upon in the event of a loan default.
U.S. Sustainable Business Equity Fund Impact Sector: Conservation Invest in companies that are developing technologies and solutions in sustainable consumer goods, recycling technology and environmentally friendly supply chains. This private equity fund seeks to accelerate the transition from a linear to circular supply chain to conserve vital resources and reduce waste and pollution to the benefit of the environment.
U.S. Clean Energy Real Asset Management Company Impact Sector: Renewable Energy Invest in renewable energy infrastructure to speed the clean energy transition. This investment company acquires solar farms, wind power plants, and other sustainable infrastructure projects across the U.S. and Canada and provides investors with a consistent investment yield.
BROAD SOCIAL IMPACT
WaterEquity Global Access Fund Impact Sector: Water, Sanitation, Hygiene, Microfinance Lend to high-performing financial institutions that provide affordable water and sanitation microloans to low-income consumers. This nonprofit-sponsored, private debt fund will reach 5 million people in emerging markets over seven years. Access to safe water and sanitation, such as a household water connection or private toilet, is essential in responding to and preventing the spread of COVID-19 and other diseases.
Business Interruption Loan Fund Impact Sector: Financial Services Provide emergency bridge financing and longer-term loans to social enterprises in the U.S. and globally that are facing business disruption and lost revenue. This private loan fund aims to help companies particularly affected by the COVID-19 pandemic and prioritizes the social impact of borrowers in its underwriting process.
UNICEF USA Bridge Fund Impact Sector: Global Public Health Accelerate the delivery of life-saving supplies and programs to children in Africa, Asia and Central America by bridging funding gaps for UNICEF. This pool of revolving funds provides critical bridge financing between donor and government commitments and actual cash delivery to UNICEF, allowing people in need to receive support more rapidly.
NOTE: As these funds do not trade on public exchanges, they cannot be sold for immediate liquidity for grantmaking. However, some funds listed above provide for quarterly redemptions. Please inquire regarding the terms of each fund in question. For donors seeking values-aligned impact investments with immediate liquidity for grantmaking, NPT offers four thematic impact portfolios, Economic Mobility, Gender Lens, Environmental Stewardship, and Broad Social Impact.