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Positive social change. Competitive financial return. Both are possible with impact investing.
As impact investing has evolved into a more powerful tool for good, so too has National Philanthropic Trust’s impact investing platform. Today, NPT is helping donors achieve their philanthropic goals by offering both thematic impact portfolios and private impact investing solutions for their donor-advised funds (DAFs).
Developed in partnership with CapShift, the preeminent provider of impact investment solutions, our platform offers donors two primary options. Those who prefer the ease of a single investing solution may select from our thematic portfolios: Broad Social Impact, Economic Mobility, Environmental Stewardship and Gender Lens. These portfolios, which actively pursue social and environmental solutions alongside competitive financial returns, provide donors with a complete, diversified allocation strategy in a single investment vehicle.
Donors who wish to build a customized impact investment portfolio to support their personal philanthropic vision may recommend private investments from our curated menu of pre-approved options. While NPT has offered impact investing funds since 2015, our new, industry-leading impact platform offers more choice and more potential to create the change our donors wish to see in the world.
We realize that grantmaking alone will not solve the most complex problems facing society. With NPT’s impact investing platform, our donors can amplify their impact by aligning their grants—in support of renewable energy, gender equity or affordable basic services in housing, education and healthcare—with investments that also champion solutions in these areas.
To learn more about impact investing with NPT, visit our FAQ page.
To explore our customized impact investing solutions:
Whether you are a new donor or a current donor, complete the form on our Customized Impact Investing page and a member of our team will be in touch.
Please note that these options are available to DAF accounts of $500,000 or more; if you are a new donor, you will need to fund your new DAF account at this level to be eligible.
To invest in our thematic portfolios:
If you are a new donor, you may select from NPT’s thematic impact portfolios when you complete the donor application in the section where you recommend an investment strategy for your DAF.
If you are a current donor, you may recommend a new investment strategy at any time and can easily allocate DAF assets into NPT’s impact portfolios. Log in to your DAF account via the donor portal and click on the Investments page to recommend a reallocation.
To learn more about the thematic investment portfolios available for your DAF, view our Investment Descriptions and Performance document or continue reading below.
Thematic Impact Investment Portfolios
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Economic Mobility Portfolio
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Environmental Stewardship Portfolio
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Gender Lens Portfolio
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Broad Social Impact Portfolio
Economic Mobility Portfiolio
Social Impact Goal:
Seeks to create economic opportunity for all with a focus on underserved communities
Financial Goal:
Seeks long-term capital growth and preservation with moderate risk
Strategy:
Funds companies developing products and solutions for the underserved, particularly in emerging markets
Invests in companies and municipalities offering fair wages and benefits to employees
Screens out companies with poor track records in the way they treat employees, suppliers and the communities in which they operate
Environmental Stewardship Portfolio
Social Impact Goal:
Manages climate change risks and protects and conserves natural resources
Financial Goal:
Seeks long-term capital growth and reasonable capital preservation with moderate risk
Strategy:
Funds companies developing solutions to climate change challenges
Invests in companies that have reduced greenhouse gas emissions and overall resource consumption
Screens out companies and municipalities with poor environmental practices
Gender Lens Portfolio
Social Impact Goal:
Supports the advancement of women in the workplace and beyond
Financial Goal:
Seeks long-term capital growth and reasonable capital preservation with moderate risk
Strategy:
Invests in companies providing advancement opportunities for women and closing the gender pay gap
Lends capital to businesses that are led by women or promote the well-being of women and girls
Holds mutual funds with strong financial and social performance that are managed by women
Broad Social Impact Portfolio
Social Impact Goal:
Advances solutions to global challenges, including conservation, financial inclusion and access to healthcare
Financial Goal:
Seeks long-term capital growth and preservation with growth/higher risk
Strategy:
Funds organizations that lend to low-income families and small businesses that lack access to formal banking
Invests in companies developing solutions to aid the least advantaged and help conserve natural resources
Screens out companies with poor track records in how they treat employees, the environment and their communities