Impact Balance Sheet®

The Impact Balance Sheet® provides financial evaluation services, utilizing a financial tool for defining, measuring and analyzing the expected quality of social, environmental or economic impact of a financial investment or grant based on a customized set of constraints and preferences. Specifically, this allows organizations to determine the quality of impact of activities funded by their grants, investments, program budgets, etc. Organizations may use a standardized Impact Balance Sheet®, or we work with clients to develop a customized Impact Balance Sheet® based on their preferences and priorities. We integrate multiple data points from across sources to guide metric selection and we integrate the Impact Balance Sheet® score into Impact Rate of Return® results. An Impact Balance Sheet® score may also be utilized as a standalone indicator.

The following is an example of an excerpt of an Impact Balance Sheet® taken from Social Value Investing: a Management Framework for Effective Partnerships: