Leverage your Foundation's investment resources to align with your goals.

Impact Capital Strategies helps to mobilize foundations to align their goals with their investments. ICS works with Trustees to create an Investment Policy Statement that helps to outline how foundations can manage their assets to fulfill their fiduciary responsibilities. Once investments are put in place, we meet with board members to review financial goals and objectives. If during our process we find that the board is in need of additional resources, we make referrals to professionals within our trusted network. When working hand-in-hand to help plan for a foundation’s financial future, we take great pride in developing deep and long-term relationships along the way.

  • Mission Alignment
  • Investment Policy Statement
  • Asset Allocation Strategies
  • Risk Management
  • Board Meeting Presentations