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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 four new impact portfolios for their donor-advised funds (DAFs): Broad Social Impact, Economic Mobility, Environmental Stewardship and Gender Lens. Our new portfolios actively pursue social and environmental solutions alongside competitive financial returns.

 

We realize that grantmaking alone will not solve the most complex problems facing society. With NPT’s impact portfolios, 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.

 

While NPT has offered impact investing funds since 2015, our new, industry-leading impact portfolios provide donors with a complete, diversified allocation strategy for their DAFs in a single investment vehicle. NPT developed these new offerings in partnership with CapShift, the preeminent provider of impact investment solutions. Each portfolio contains a mix of 9 to 10 carefully selected investments, which support issue areas identified in the United Nations Sustainable Development Goals. By investing in these new impact portfolios, our donors’ philanthropic capital starts doing good immediately, even before a grant is recommended.

 

“It was the right time to research the best next-generation investments for our donors. We hope to help them achieve their philanthropic goals with a favorable bottom line.”

 

—Eileen R. Heisman, President and CEO
National Philanthropic Trust

 

Get started with NPT’s Impact Investing:

For New Donors:

If you are new to NPT and opening your first DAF with us, you may select one or more impact portfolios in your Donor Application for Individuals, linked below.

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For Current Donors:

If you already have a DAF with NPT and want to invest in NPT’s impact portfolios, please complete the Investment Reallocation form (linked below) and indicate one or more selections under “Impact Portfolios.” You can recommend that from 25% to 100% of your assets be invested in an impact portfolio. You may also make changes to your investment recommendations online via the online donor portal.

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To Learn More:

To learn more about our four diversified impact portfolios:

For donors with DAFs of $500,000 or more who are interested in impact strategies beyond NPT’s portfolios, contact our Philanthropic Services team.

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Thematic Impact Investment Portfolios

Icon Economic Mobility Portfolio
Economic Mobility Portfolio
Icon Environmental Stewardship Portfolio
Environmental Stewardship Portfolio
Icon Gender Lens Portfolio
Gender Lens Portfolio
Icon Broad Social Impact Portfolio
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

 

 

 

 

 

 

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