Impact Investing

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).

To learn more about the strategies, approaches and impact targets of impact investments for the NPT DAF, read our Thematic Portfolio Impact Reports.

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.