Partner blog: This blog is in partnership with CapShift, a specialist firm whose impact investing platform and suite of solutions empower financial and philanthropic institutions, and their clients, to invest in their vision for a better tomorrow.
Philanthropy offers a path to get to know your clients better and deliver services that go above and beyond. At Ren, we work to make it easy for you to deliver the latest philanthropic innovation to clients of all sizes.
Our partnership with CapShift is changing the game for financial advisors offering customizable giving solutions like recoverable grants on the Ren platform. This partnership gives advisors the tools to bring their clients’ philanthropic goals to life in ways that are both impactful and strategically sound.
What is a recoverable grant?
Think of a recoverable grant as a way to make philanthropy work harder for your clients. These grants allow clients to fund initiatives with the potential to recoup some or all of the granted funds if the nonprofit meets key financial and impact milestones. Clients can support causes close to their hearts and preserve the opportunity to reinvest the funds into future giving.
What types of clients might be a good fit for recoverable grants?
- A family engaged in multi-generational conversations about philanthropy
- An entrepreneur without the time to develop a comprehensive philanthropy strategy
- A mission-driven client interested in impact investing.
- A client curious about catalytic philanthropy, ready to take the first step
- A values-motivated young adult
Solutions that align with your clients’ values
Ren and CapShift give you the flexibility to access giving solutions that reflect your clients’ values. Whether your clients want to support local businesses, reduce environmental risk, or create sustainable social change, recoverable grants offer a custom solution for those looking to align their wealth with impact. By discussing their goals and priorities you can deepen your relationships with your clients and provide them with personalized options.
How does this benefit you and your clients?
By offering recoverable grants through your advisory services, you gain access to several key benefits:
- Create strategic philanthropic opportunities and lasting legacies: Help your clients achieve their giving goals while building a multi-generational strategy that aligns with their values.
- Customized solutions for complex needs: With diverse opportunities spanning various causes and sectors, CapShift can help expand your service offerings to fit your client’s unique interests and needs while minimizing complexity.
- Track deeper impact and enhance transparency: With detailed impact reporting and ongoing monitoring by CapShift, you can help your clients stay informed on the progress and impact of their grants —fostering greater transparency and a deeper connection between clients and the nonprofits they support.
When you are ready to take your clients’ philanthropy to the next level, Ren and CapShift offer solutions designed to support your goals, making philanthropy more strategic and effective. Reach out today to learn more about how we can help you elevate your client relationships and create lasting impact.
