Impact Investing

Impact Investing

Every investment has an impact. The question is, will the impact be positive or negative, and will it complement or contradict your philanthropic goals? 

If you are interested in using your fund’s investment capital for social good, we can help in a variety of ways:

Impact Portfolios

Allocate all or a portion of your fund to the investment pools offered by SVCF, or recommend an impact investment advisor to manage a custom  portfolio. 

Social Impact Pool
This long-term, globally diversified investment option incorporates double-bottom-line investments and investment managers that integrate environmental, social and governance (ESG) factors into their decision-making process.

Capital Preservation Pool
This short term investment option holds cash equivalents and FDIC insured bank deposits. A portion of the pool is allocated to Community Development Financial Institutions (CDFIs) that lend to nonprofits, small businesses and individuals in low-income communities.

Individually Managed Fund
You may recommend an impact investment management firm or trusted investment professional to construct and manage a custom impact portfolio for your donor advised fund. To learn more about our Individually Managed Fund program contact us at donate@siliconvalleycf.org or 650.450.5444.

Impact Investments

Specific impact investments, including program-related and mission-related investments, are possible though SVCF's Customized Philanthropy Services. Our expert staff will assist you in assessing these options, conducting due diligence and monitoring results. Learn more by contacting us at donate@siliconvalleycf.org or 650.450.5444.

Mission Related Investment
Mission-related investments seek to generate a measurable beneficial social or environmental impact alongside a financial return. These investments are generally made in for-profit social enterprises as part of a mission-aligned investment portfolio or strategy. 

Program Related Investment
A program related investment (PRI) is defined by the IRS as an investment in which the primary purpose is to significantly further a foundation's tax-exempt purpose. Financial gain cannot be a significant purpose, and funds cannot be used to influence legislation or for a political purpose. Hence, these investments are charitable in nature, by addressing societal challenges that typically require a below market rate of return. A PRI may be made to a nonprofit or for-profit social enterprise. 

Impact Investing