CapShift

CapShift provides an impact investing platform and related services for financial and philanthropic institutions and their clients. It sources investments through partnerships with asset managers, impact investors and nonprofits. It also offers recoverable grant opportunities for donors.

Products and services

• Impact investing platform: access to opportunities aimed at social and environmental change.
• Solutions for advisors: options for both traditional and charitable assets.
• Donor-advised fund tools: a ready-made platform for putting philanthropic capital to work before it is granted.
• Recoverable grants: grant opportunities that can be returned.
• Resources: guides and reports, including climate investing material and a monthly newsletter.

Who it works with

• Financial advisors and family offices
• Donor-advised funds and community foundations
• Charitable and corporate institutions

Key facts

• Regulation: its advisory arm, CapShift Advisors LLC, is registered with the SEC