Impact Investment Templates

A range of impact investment templates to guide investors

OVERVIEW

These templates have been developed by Impact Investing Hub or provided by collaborators and supporters of Impact Investing Hub. They are intended to be examples to support investors on their impact investing journey. Users of these documents should note the disclaimers page and ensure any templates that are downloaded are fit-for-purpose for their own context.

If you are interested sharing your templates for the benefit of the Australian impact investment sector, you can get in touch here. Thanks to the organisations that have provided templates to date.

TEMPLATES

Impact Investment Brief Template (Provided by Trawalla Foundation) | Download PDF | Download Word Document
Impact Investment Evaluation Tool for Foundations (Provided by KL Felicitas Foundation) | Download PDF | Download Word Document
Responsible & Impact Investment Policy (Provided by Australian Communities Foundation) | Download PDF
Due Diligence Report Template for Early Stage Impact Investors (Provided by Seraf) | Download PDF | Download Word Document
Monthly Board Report Template (Provided by CAGES Foundation) | Download Excel