Excelsior Impact Fund invests to create the world we want for future generations—an equitable one that lives in harmony with nature, respects biodiversity, and provides the opportunity for everyone to have a rich and fulfilled life. The Excelsior Impact Fund represents the pooled assets of multiple families that invests across the returns continuum to maximize long-term impact toward a sustainable and just world. These include commercial rate investments, financially sub-commercial investments with outsized impact, and grants to non-profits that provide impact well beyond the direct donation.
There is a focus on climate solutions (and overall environmental sustainability), safe water and sanitation, and opportunity equity. The fund also invests in a healthy US democracy and in the effective giving or strategic funding infrastructure, which helps further these and other impact goals. The fund recognizes, though, that the world is interconnected so will invest in other areas if the combination of impact, return, and risk is compelling.
Most of the investing is done through a donor-advised fund at Impact Assets.
