Kiplinger

Double Your ESG Impact With Funds Tied to Charities

You might have noticed a flurry of new investment products that link sustainably themed funds with donations to nonprofit groups, from the NAACP to the National Wildlife Federation to the Susan G. Komen Foundation.

But before you invest in a mutual fund or exchange-traded fund (ETF) tied to your favorite charity, make sure that it fits within your portfolio, meets your investment goals and truly delivers a benefit to the nonprofit group with which it partners.

When comparing these funds with competitors, “consider the fund donation to be the cherry on top, not the main driver of the decision,” says Jon Hale, global head

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