"When people are connected or engaged in a theme, their ability to become engaged in a portfolio dramatically increases--even if it's just a small portion of their assets," Sze says. "Impact investing is also a good way to engage in conversations across generations."
Looking for more information? Impact investors seem eager to share their knowledge. The KL Felicitas Foundation web site includes many resources and tools, including an Impact Investment Evaluator Primer developed by Pomares to help track due diligence efforts.
Lower says the Eleos Foundation, which conducts educational events and invites co-investors to participate in its deals through its funds managed by its for-profit subsidiary, Eleo Investment Management LLC, is trying to develop a model that other foundations can follow.