Takeaways
SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire for impact investments targeted at climate change.
SOLUTION: Undeterred, they discovered Ren’s partnership with CapShift, which allowed them to move their DAF and incorporate custom impact investments seamlessly into their philanthropic strategy.
IMPACT: This decision empowered them to align their contributions with their values, transforming their philanthropic efforts into a powerful force for addressing climate change and bringing them a renewed sense of purpose and fulfillment.
Situation
In the fall of 2023, Mark and Sally sat at their kitchen table in Austin, Texas, listening to the news of yet another catastrophic weather event. The escalating crisis of climate change weighed heavily on their minds, leaving them deeply troubled and anxious about the future.
Feeling a strong sense of responsibility, they yearned to align their philanthropic efforts with impactful investments within their existing donor-advised fund (DAF). However, their current DAF, managed by a well-known commercial provider, offered no options for impact investments targeted at climate change. This realization left them feeling frustrated and powerless, as their desire to make a meaningful difference seemed out of reach.
Solution
Despite this disheartening setback, Mark and Sally refused to give up on their mission. Driven by determination and hope, they proactively sought a solution that would allow them to act on their climate change concerns.
Their search led them to Ren and its partnership with CapShift. Intrigued and encouraged, they decided to move their DAF to Ren. This strategic move unlocked the ability to seamlessly incorporate custom impact investments, expertly sourced by CapShift, into their philanthropic strategy. With this newfound capability, Mark and Sally felt a surge of optimism and renewed purpose, knowing they could finally align their contributions with their deeply held values.
Impact
This decision transformed Mark and Sally’s philanthropic journey. Empowered to address climate change directly, they felt a profound sense of fulfillment and resolve. Their contributions were no longer just financial transactions but meaningful actions that mirrored their commitment to combating the climate crisis.
As they watched their impact investments take root and grow, Mark and Sally felt a deep connection to the cause they cared so passionately about. Their philanthropic strategy had evolved into a powerful force for good, making a significant impact on the urgent issue of climate change.
Through their partnership with Ren and CapShift, Mark and Sally’s journey exemplified how determined individuals could turn concerns into tangible, positive change for the planet.
Disclaimer: This hypothetical example, based on a real scenario with altered identifying information, is for educational use only. The situations, tax rates, and returns mentioned are not reflective of actual clients or investments. There is no guarantee the depicted rates can or will be achieved. Results will vary. Consult legal and tax advisors for suitability. RCF reviewed all due diligence documents, including governing documents, audited financials, and tax returns.
