CapShift: Place-Based Investing for Foundations 2025

CapShift’s Place-Based Investing for Foundations offers a roadmap for aligning investments with community impact. The resource addresses common challenges, such as limited visibility and balancing fiduciary duty with mission, while outlining four key principles: defining place and purpose, building discovery infrastructure, designing for diversification, and applying rigorous diligence. Through a Midwestern foundation case study, CapShift shows how thoughtful strategies can deliver both local impact and financial returns.