CapShift’s mission is to help financial and philanthropic institutions, along with their clients, mobilize capital for social and environmental change. To advance this mission, we partner with leading donor advised funds, national foundations, and private foundations to help them identify, access, and evaluate impact investments. Key funding and support from the Fink Family Foundation, Heron Foundation, and Omidyar Network helps us ensure that our activities align with our mission.
FJC –A Foundation of Philanthropic Funds (FJC) is a boutique public charity that offers a diverse menu of philanthropic services to a range of stakeholders. FJC is primarily a platform for Donor Advised Funds (DAFs). In addition to DAF accounts, its over 1,000 accounts include fiscal sponsorships, collective giving accounts, and many other philanthropic vehicles that enable nonprofit organizations and their supporters to achieve their missions. FJC acts as a scaled platform that allows its account holders to focus on mission, rather than be burdened with the details of operations and compliance. Our roles as sponsors of DAFs and fiscal sponsorship organizations situates us as an intermediary between the financial services sector and the nonprofit sector.
FEG's mission is to "Empower our clients to achieve their goals through superior investment performance, objective insights, and research". We are an independently-owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, community foundations, religious organizations, and healthcare institutions. FEG developed the Responsive Investing Solutions Exchange (RISE), as a partnership with our clients to provide investors seeking both financial and social gains the opportunity to align their portfolios with their own unique goals.
Consultant to https://www.inicio.ventures/, vetting Latinx enterprises and supporting Latinx Fund Managers; member & investor at https://www.levelleaders.com/ investing in Black-women owned businesses; Project Manager for the New York Small Business Funder Collective - banks, foundations, HNW donors closing the racial wealth gap in NY Metro (new effort, website under construction), https://philanthropynewyork.org/ serving as fiscal agent; Senior Consultant https://bwam.network/, Black Women in Asset Management; Board Member, Eileen Murphy Foundation, new family foundation with goals to give and invest to support youth in distressed communities and circumstances.
The Jewish Community Foundation facilitates social change through philanthropy, investment, education and capacity building to benefit the Jewish and secular communities.
Established in 2012, Open Road Alliance is a philanthropic initiative that serves the social sector by keeping impact on track in an unpredictable world. Open Road provides short-term solutions by disbursing fast grants and loans to nonprofits and social enterprises facing discrete, unexpected roadblocks during project implementation. It also conducts research and advocates for the adoption of long-term, system-wide risk management practices across the social sector.
Silicon Valley Community Foundation advances innovative philanthropic solutions to challenging problems, engaging donors to make our region and world a better place for all. Through visionary leadership, strategic grantmaking and world-class experiences, we partner with donors to strengthen the common good locally and throughout the world. For over a decade, SVCF actively engages with donors wishing to make mission-aligned investments from their donor advised funds, and works with donor's investment advisers to achieve custom impact portfolios.
Our firm operates at the intersection of investment advisory services and social responsibility, seeking opportunities that generate measurable social and environmental returns alongside financial returns. We believe that by aligning our resources and expertise with institutions and families that share our values, we can amplify our impact and create sustainable change. With a deep sense of professionalism and civic duty, we approach our partnerships with dedication, integrity, and a commitment to advancing the well-being of communities worldwide.
WIT, LLC is the investment team of Walton Enterprises, the family office that serves the personal and business needs of the family of Sam and Helen Walton. Our primary mission is to enable all Walton family members to reach their personal, philanthropic, and business aspirations.
