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

Impact Capital Strategies meets with foundation trustees to create an Investment Policy Statement that outlines how foundations can manage their assets to fulfill their fiduciary responsibilities.  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