Align Investments with Impact and Sustainability
Impact investing for foundations is a hot topic, but often mis-understood. This post will demystify impact investing for foundations by providing practical advice to aid your foundation's impact investing journey. Impact investing has become a powerful tool for foundations looking to align their financial strategies with their mission. By making investments that generate both financial returns and positive social or...
As the urgency of climate change continues to grow, more investors are recognizing the importance of integrating climate values into their investment portfolios. Investing for climate is not only a moral imperative but also a strategic approach that can yield long-term benefits. For family office investors, incorporating climate and environmental sustainability into their investment strategy requires careful planning and a...
T3010 Compliance for Family Foundations is an important consideration. Our family office manages several family foundations. And, there are a few things in the T3010 for 2024 that have caught our attention. Impact Investments Disbursement Quota (DQ) reporting Donor Advised Funds (DAF) Reporting Before we begin, let’s put your financial knowledge to the test with our free financial literacy quiz!
The launch of the SVX Impact Index marks another milestone in the development of Canadian impact investing. By bridging the gap between investors and issuers, the SVX Impact Index aims to be a comprehensive database offering a curated selection of private impact investment opportunities. While the SVX Impact Index is commendable and certainly a step in the right direction. Impact...
Donor Advised Funds (“DAFs”) serve as a bridge between donors' intentions and the realization of their charitable goals. DAFs often operate as charitable foundations offering services to groups of donors with a variety of goals. DAFs sometimes provide a wide variety of services including investment management and gift planning. And, there are over 20,000 donor advised fund accounts in...
What is a DAF? And, what are the benefits of giving to a DAF? At its core, a Donor Advised Fund (“DAF”) serves as a bridge between donors' intentions and the realization of their charitable goals, offering a sophisticated yet accessible means to support causes close to their hearts. However, DAFs are one of the most misunderstood areas of philanthropy....
Family office investors are taking an increasingly significant role advancing environmental, social, and governance (ESG) objectives through their investments. One key strategy gaining prominence in this space is the use of "catalytic capital." Catalytic capital is a dynamic financial tool that combines private capital, pooled investment funds, and charitable capital to drive positive social and environmental impact while achieving financial...
Family offices, often responsible for managing the wealth and investments of wealthy families, are increasingly incorporating impact investments into their portfolios. Recognizing the importance of not just financial returns, but also social and environmental impact. These investors are redefining the very essence of "returns on investment". The Global Impact Investing Network's (GIIN) five dimensions of impact investing offers a...
Impact investing seeks to achieve certain social and environmental goals as the primary reason for making an investment. Impact investors oftentimes sacrifice economic profit and liquidity in favour of achieving the investment’s non-economic goals. This post describes what impact investing is and the choices impact investors face.