What is impact investing?
Impact Investing is being called the New Philanthropy, the New Investing, the New Corporate HR and the new Family Legacy Planning.

Instead of giving away money that depletes a philanthropist's capital to make a difference, or investing in companies whose only purpose is to provide financial ROI, impact investors invest to advance their social and financial goals, but also their personal goals (whether corporate or family goals). 

Impact Investors lend money to nonprofit organizations or for-profit companies whose products or services advance causes, they buy equity in those for-profits, and they share in revenue of profitable social projects of both nonprofits and for-profits.

Creating your impact investing
​program 

We will help you with all aspects of an impact investing program for your company, your family, your family foundation, your family office or your family business..

Our Services

Impact Investment Program Design

We consult with families, family offices, family foundations and family businesses and companies to design and develop their strategic plans for impact investing.

Plans help investors to identify their specific objectives in 3 areas: financial return, social impact and personal impact. Plans then map a course for achieving identified objectives, including

1. Envisioning and deciding on measurable outcomes.

2. Identifying legal and tax structures.

3. Integrating with family or corporate financial resources.

4. Learning best practices in family or corporate governance and leadership strategies that inspire maximum participation and minimize conflict.

5. Triple impact investment strategies to maximize financial, social and personal returns from investment.

6. Increasing impact by monitoring, measuring and reporting it.

7. Increasing personal impact by the investor and the investors' family or employees engaging with leaders of the investees and entrepreneurs through exciting and educational experiences with the investments.

Impact Investment Program Execution

We assist over years you and your families or employees to implement your strategic impact investment plans to see that they are successful in achieving your goals.

 We assist you where our skills are needed and desired, but our goal is through training and mentoring to make you and your family or employees as self sufficient as possible--since it is through your involvement that you will maximize the "personal" impact (also called "The 3rd Impact") of your investing.

We will help you maximize and measure your impact in all 3 areas of impact you seek, not just financial.

We will work with your existing advisors to help them become proficient in providing these services if that is desirable.

Impact investment Program Administration

We provide administration for impact investments and impact funds.

We are experienced in providing support in all aspects of fund administration:

  • Legal structures for special purpose vehicles and fund structures,.
  • Accounting
  • Tax
  • Investor servicing

 But in addition to traditional financial reporting, we will monitor, measure and report the social and personal impact outcomes created by the investments.

Our Team Has a
​Report Card Worth Bragging About

Our Principals have provided financial services to families, family offices, family foundations and family businesses, as well as investment funds, worth more than $10 billion.

As an example, one of the largest impact investments we helped design and execute was the nation's 2nd largest "program-related investment" (a form of impact investing) an equity investment into a for-profit medical school. 
BILLION IN
​ASSETS SERVED 
YEARS IN BUSNESS

Our Principals

Picture
Jeff Clark is the Chairman and Co-Founder of Impact Investment Leaders. As a CPA, Jeff became one of the founders of the Private Equity / Hedge Fund movement in the early 1990's. He then created what became the largest independent administration company for PE Funds and H Funds: JD Clark & Company. JDCC was a household name on Wall Street administering Funds for such companies as Merrill Lynch, Bank of America, US Trust, Brown Brothers and others.

After selling JDCC, Jeff became a prominent impact investor and philanthropist. He announced a large gift to his Alma Mater, Utah State University who were excited to name after him their Center for Entrepreneurship. He also set up and still manages his own family office called Praesideo. Jeff ran one of the oldest private equity funds in America under that umbrella.

Jeff is again building at Impact Investment Leaders a new fund administration service similar to what he did at JDCC, but this time he is providing more than traditional financial reporting  and legal compliance, he is also providing social impact and personal impact measurement and reporting services to help impact investors better advance their impact goals.

Jeff is also an social entrepreneur and manages a California company that designs a more efficient and powerful wind turbine which is a fraction of the size of traditional wind mills and produces 2-3 times the energy. 
Picture
Curt Bassett is the CEO and Co-Founder of Impact Investment Leaders. He is a trusts and estates attorney, financial planner and investment advisor. For more than 2 decades he has consulted with family offices and family foundations creating impact investment plans for some of America's wealthiest families.  

Curt created Impact Investment Leaders in 2004 after leaving Merrill Lynch where he spent nearly a decade on Wall Street as Head of ML's Family Office Services in New York City and its Family Foundation Services nationally. Since then he has served not only families but also their  advisors and the companies or nonprofits they invest in. Over the course of his career, he has authored and taught impact investing training curriculum for financial and estate planners, trust officers, attorneys, accountants, planned giving officers and development officers at nonprofits, social enterprises (both for-profit and nonprofit). 

Curt has been hired as a consultant to large institutional banks, donor advised funds, venture capital funds and nonprofits to help them set up their impact investing programs for their clients who are family offices, family foundations, and .donor advised funds.  He has been a faculty member teaching about charitable tax, split interest trusts, exempt organizations and other legal concepts at NYU's prestigious Annual Tax Institute and Cannon Financial's Trust Officer Certification programs (Cannon trains approximately 90% of trust companies in the US). He has also published multiple articles about family foundations in Trusts & Estates magazine. 

670 Shepard Lane          Farmington, UT 84025          (801) 447-3434

HOME