Kate Simpson

Co-founder and Head of Outreach, ValuesAdvisor

Throughout my career, I’ve been interested in helping investors use the power of their investment capital to positively influence social and environmental issues. I developed and co-authored “Take Two: A Journal for New Beginnings” published by Chronicle Books and wrote “Finding Your Way to the Right Impact Investment Advisor: A Resource Guide” for Confluence Philanthropy. At ValuesAdvisor I bring my understanding of the power of resilience to investors and investing.

Contributions

Impact Investing for Advanced Practitioners Peer Network: Building the Right Team with Values-Aligned Advisors

Posted on May 21, 2025 by Kate Simpson

people assessing graphs and data
Many funders struggle with the process of identifying values-aligned investment advisors who have the experience and skills required to advance the foundation’s impact vision and strategy. Drawing on her experience partnering with philanthropic networks, Kate Simpson, co-founder of ValuesAdvisor, will share practical approaches and tips for vetting advisors, asking the right questions, and building a values-aligned partnership between your philanthropic… Read More

Finding the Right Advisor to Help Align Your Investments With Your Values

Posted on January 13, 2023 by Kate Simpson

Addressing the world’s most pressing issues will require harnessing the power of all investment capital—including the corpus of foundations. While allocating 5% (the minimum required by law) of your foundation’s resources to support its mission can result in powerful solutions and social change, imagine if the remaining 95% were invested to further your goals and objectives? Values-aligned investing, an umbrella… Read More

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