The Transformative Power of Women Investors in Philanthropy and Impact Investments

by Kristen Taylor
March 13, 2024
The Transformative Power of Women Investors

As Women’s History Month is upon us, it’s a perfect moment to recognize and celebrate the monumental role women investors play in philanthropy, legacy building, and impact investments. The growing influence of women in the financial realm isn’t just altering the landscape of investment; it’s reshaping the world for the better.

The Rising Tide of Women in Philanthropy

Philanthropy has long been a powerful tool for societal change, and women investors are leading a renaissance in this realm. Their approach often extends beyond traditional charitable giving, encompassing a broader vision for social impact and sustainability, and are more likely to give in multiple ways. Women increasingly use their financial clout to tackle global issues, from education and healthcare to climate change and social justice.

The Rising Tide of Women in Philanthropy

Source: Fidelity Charitable 2021 Women and Giving

Legacy Building: A Woman’s Touch

Legacy isn’t just about the wealth one leaves behind; it’s about the imprint one leaves on the world. Women investors are keenly aware of this and are crafting legacies that go beyond financial assets, embedding values like social responsibility, environmental stewardship, and ethical governance in their investment choices.

Legacy planning today looks different for the modern woman. Philanthropic efforts and legacy giving are a large portion of advanced planning, but interactions such as volunteering and mentoring also play a big part in the legacy one leaves.

Impact Investing: Women at the Forefront

Impact investing, which aims to generate social and environmental impact alongside financial returns, has found a strong ally in women investors. Women are more likely to invest in companies and funds that prioritize sustainability, ethical practices, and positive community impact. This approach reflects a deeper understanding of how interconnected our world is and a commitment to nurturing a healthier, more equitable society.

A Call to Action

Although the shift in charitable giving is happening now, women are less likely than men to talk to a financial advisor about advanced charitable giving or tax strategies.

This Women’s History Month let’s not only celebrate the achievements of women investors in philanthropy and impact investing but also encourage more women to explore these empowering financial avenues. At Mission Wealth, we are committed to guiding and supporting women in their journey to create a lasting, positive impact on the world through strategic financial planning.

We believe that by investing in women, we invest in a brighter, more equitable future for all. Contact our Women on a Mission group today to take your next steps.

Feel empowered with the confidence and resources you need to take control of your financial well-being.

Are you interested in working with a female advisor?
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Advice for Women Investors at Mission Wealth

Mission Wealth was founded on a vision to empower families to pursue their financial dreams. That vision has grown into a mission to inspire people, optimize their finances, and achieve their life goals. With more women in a position to grow their wealth and take financial control of their own futures, in many cases for the first time, Mission Wealth has created Women on a Mission, a group of female wealth and financial advisors and strategists who share a passion to help other women achieve their financial goals.

Founded in 2000, Mission Wealth is a nationally recognized RIA that oversees more than $5.3 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax services, estate planning and philanthropic strategies, and asset protection solutions tailored to each client’s needs.

If you are looking for more information about Mission Wealth’s financial planning or wealth management services, please visit

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