Financial Professional Tools

 

Impact Capital Discovery Report

This critical tool was created for two purposes:  

(1) To help guide the impact focused client toward a good impact capital mission statement; educate on broad range of impact type funding

and (2) To provide a report for the client file

This report is FREE for Level 1 Reporting Library Members and $50 for Level 2 Reporting Library Members. 

Impact Capital Matching Analysis

This report analyzes categories of matches from the Impact Capital Discovery Report to one or more Assessments in the Reporting Library. 

The purpose of the analysis to help coordinate philanthropic desires with good business evaluation.

Signature lines on all reports.

Report is FREE for Level 1 Reporting Library adn $250 per analysis for Level 2 Reporting Library members.

For more information on the Reporting Library click HERE