The largest wealth transfer in history is underway, and a growing share of it sits in donor-advised funds (DAF): mission-motivated, tax-advantaged, and still largely ungranted. Impact investing is how that capital gets off the sidelines and towards the change you actually want to see in the world.
Plenty of conversations will tell you why that matters. This one is about how to do it. You’ll leave with a clear map of the capital spectrum, recoverable grants vs. investments, a concrete sense of what’s genuinely possible from inside a DAF, and an honest account from someone who invested his chartiable capital for impact – the doubts, the decisions and what he’d do differently.
The goal isn’t just to understand the landscape. It’s to leave equipped to evaluate real opportunities and direct your own capital with confidence.
For wealth holders, and the advisors and philanthropy professionals who work alongside them.
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