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Unit Economics

Addepar, Aperio and Bain ex-execs throw $5 million at startup that makes RIAs the quarterback of 'impact investing' endowments that also shelter taxable wealth of ultra-high-net-worth clients

The high-profile, for-profit investors join non-profit foundations to back the Newton, Mass., venture that makes RIAs the pivotal role in marrying charity and ESG, yielding immediate, giant tax deductions.

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about 2 years ago

Creative Director for The Institute for Learning Innovation @ The American College of Financial Services

The active ingredient in CapShift is “recoverable grants” from a Donor Advised Fund to a charity. An excellent idea. Alternative finance for nonprofits may be a hot space for innovation. Impact investing. Program Related Investing. Crowd Funding. Community Funding. There is currently no platform connecting the many options while providing ratings, feedback, and education. With 1.3 m charities in the US it might be worth a look.