Impact-and-faith investing has gone from boutique to default at every wealth platform serving HNW families. Whether the values driver is climate concern, biblically-responsible investing, halal compliance, or focused-impact giving, clients increasingly expect their portfolios to reflect what they care about — and the platforms serving these clients need data that captures the structural complexity of values-driven portfolio construction. The Impact & Faith Investment Pack is 50 households where this complexity is fully expressed: structured impact-bond allocations, DAF management, faith-based exclusion taxonomies, and shareholder-advocacy participation.
Building a values-aligned investment platform requires structural data that most synthetic data products skip: not just 'this client cares about ESG' as a binary flag, but the structured preference taxonomy, the specific exclusion lists, the impact-allocation targets vs. current actuals, and the DAF-grant-making patterns. Without this depth, platform features for values-aligned clients collapse to generic 'ESG fund recommendation' that's the same for every client regardless of their actual preferences.
The second problem is the demographic-overlay sensitivity. Religion, in particular, is highly relevant to faith-based investment screening but is also the field most carefully governed by privacy contracts. The WealthSchema v4 privacy contract addresses this with a conditional overlay that exposes religion (and race/ethnicity) only for households where the bundle scope makes the data relevant — B08 (ESG Values) and B26 (Faith-Based & International) being the two bundles where the field is populated. B24 sits adjacent to B08 — values-driven HNW households whose investment construction reflects faith and impact priorities — so the conditional overlay applies here too.
Validates the firm's impact-attribution reporting against households whose impact-bond positions, community-investment-note allocations, and mission-aligned alts let the manager test the impact-portfolio-to-attribution-report logic.
Tests the firm's portfolio screening logic against client profiles whose religion field is populated and whose specific faith-tradition (biblically-responsible, halal, kosher, dharmic) drives screening rules. Ensures the doctrinal nuances are correctly applied.
Validates the firm's DAF grant-making analytics against donors whose grant-making patterns are structurally documented — supporting donor-recommendation logic, grant-cycle planning, and DAF-balance forecasting for impact-focused donors.
Tests the firm's proxy-voting alignment and shareholder-resolution-coordination tools against households whose advocacy patterns are structurally documented (proxy-voting record, engagement campaign participation, collaborative-engagement initiative membership).
Demos the platform's values-aligned capability to advisor and prospect audiences using realistic households whose values profiles span the spectrum from broad ESG to narrowly faith-based — without using real client data first.
The 50 households cluster around four archetypes: millennial inheritors (E-01) who often drive next-generation values-investing demand; estate-planning grantors (E-02) with structured charitable-vehicle integration; ESG / values-based investors (N-02); and ESG / faith-based / impact investors (ES-01) where the religion overlay is most active. The mix is intentionally weighted toward the cohorts where values-driven portfolio construction is a primary planning question.
Every household has structured impact-and-faith data: impact bonds with the issuer, impact target, financial terms, and impact-measurement framework; DAF grants with grantee, amount, year, and grant-cycle status; ESG sector exclusions with the specific sectors flagged (the canonical taxonomy plus faith-tradition-specific extensions); demographic-overlay values and religion fields populated where the conditional overlay applies. Shareholder advocacy participation includes the proxy-voting record, the resolution-support history, and collaborative-engagement membership (Climate Action 100+, ICCR, etc.).
The Data Set ships as JSON and CSV. The WealthSynth Methodology PDF documents the impact-investment taxonomy, the faith-tradition screening framework, the DAF grant-making structure, the shareholder-advocacy framework, and the conditional privacy overlay specification.
A redacted summary of one household from this Data Set — names, employers, exact balances, and metro area are stripped. Ages are bucketed, income and net worth are reported as bands. The full record (and all 50 like it) ships in the ZIP.
{
"investments.impact_bonds[]": <value>,
"investments.daf_grants[]": <value>,
"esg.exclusion_sectors": <value>,
"demographics_overlay.values": <value>,
"demographics_overlay.religion": <value>
}Returns donors whose DAF balance is significant AND whose grant-making is below the 5% IRS expectation level — the queue for grant-recommendation outreach.
households.filter(h => {
const balance = h.investments.daf_balance;
const ytdGrants = h.investments.daf_grants
.filter(g => g.year === currentYear)
.reduce((s, g) => s + g.amount, 0);
return balance > 100000 && ytdGrants / balance < 0.05;
})Returns values-aligned households with allocated capacity for additional impact-bond positions, sorted by remaining target-vs-current allocation gap.
households.filter(h =>
h.esg.target_impact_allocation_pct >
h.esg.current_impact_allocation_pct
).sort((a, b) =>
(b.esg.target_impact_allocation_pct -
b.esg.current_impact_allocation_pct) -
(a.esg.target_impact_allocation_pct -
a.esg.current_impact_allocation_pct)
)Returns households with biblically-responsible or halal screening preferences whose current portfolio holdings include positions in the excluded sectors.
households.filter(h =>
['biblically_responsible', 'halal']
.includes(h.demographics_overlay.religion_practice) &&
h.assets.equity.holdings.some(holding =>
h.esg.exclusion_sectors.includes(holding.sector))
)Returns households participating in shareholder advocacy with their proxy-voting alignment record and resolution-support history — useful for the platform's advocacy-tracking feature.
households.filter(h =>
h.advocacy.proxy_voting_active ||
h.advocacy.resolution_support_active
).map(h => ({
id: h.id,
proxy_alignment: h.advocacy.proxy_voting_alignment_pct,
resolutions_supported: h.advocacy.resolutions_supported_count,
collaborative_initiatives: h.advocacy.collaborative_initiatives
}))Each household's impact-and-faith profile is generated against archetype-specific patterns. Millennial inheritors (E-01) are weighted toward broad ESG preferences with climate priority; estate-planning grantors (E-02) are weighted toward structured charitable-vehicle integration with multi-vehicle giving; values-based investors (N-02) are weighted toward broad ESG with sector exclusions; faith-based / impact investors (ES-01) are weighted toward narrower faith-tradition screening with religion-overlay populated. DAF grant-making patterns are calibrated against Schwab Charitable, Fidelity Charitable, and NPT-published industry data. Faith-tradition screening rules are calibrated against the major investment-screening services for each tradition (Eventide for biblically-responsible, Saturna for halal, Ethical Markets for broad ethical screening). Shareholder-advocacy participation is calibrated against ICCR membership and Climate Action 100+ collaborative-engagement data. The corpus passes the WealthSynth consistency validator (impact allocations are mathematically consistent; DAF math reconciles; faith-tradition exclusions are coherent with religion-overlay) and the LLM-as-judge gate. Annual refresh tracks evolving values-investing taxonomies and any updates to faith-tradition screening interpretation.
B08 is focused specifically on ESG-preference elicitation and screening logic — 25 households across the values-investor population. B24 is broader: 50 households covering impact bonds, DAF grant-making, faith-tradition screening, and shareholder advocacy. Both bundles use the conditional privacy overlay. Many platforms purchase both for the integrated values-aligned capability.
Yes. Biblically-responsible investing screening uses the Eventide / GuideStone-aligned sector exclusions. Halal-compliance screening uses the Saturna / AAOIFI-aligned screening rules including the financial-ratio screens (interest-bearing income, leverage). Kosher and dharmic screening use less standardized but documented frameworks. The Methodology PDF documents the specific screening rules for each tradition.
Yes. About 75% of the corpus has at least one DAF position. Balances and grant-making patterns are calibrated against industry data; grant-recipient selections reflect realistic distributions across the major-charity / community-foundation / faith-aligned-recipient categories.
About 20% of the corpus has a private foundation alongside or instead of a DAF. The structured private-foundation data includes the foundation's grants distribution, the 5% qualifying-distribution requirement compliance, and the staff-and-administrative-expense structure. Private foundations are positioned as the next-step structure for HNW donors who outgrow DAF-only giving.
Yes. About 18% of the corpus has at least one charitable lead trust (CLT) or charitable remainder trust (CRT). The CLT structures are typically used for income-tax-rate-arbitrage planning; CRTs are typically used for capital-gains-deferral on concentrated low-basis stock. The Methodology PDF documents both structures with the actuarial calculations.
Households participating in shareholder advocacy have structured records of proxy-voting alignment (the percentage of their proxy votes aligned with values-organization recommendations like ISS Values, Glass Lewis), resolution-support history (which shareholder resolutions they supported), and collaborative-engagement membership (Climate Action 100+, ICCR Faith Investors, etc.). About 35% of the corpus participates in some form of shareholder advocacy.
About 40% of the corpus has at least one impact-investment-fund commitment — typically a Calvert Impact Capital community-investment note, a CDFI-affiliated impact-bond, or a mission-aligned PE / private-credit fund. The structured impact-fund data lets your tools test the impact-attribution-to-portfolio-report logic.
B24 focuses on the impact-and-faith investing surface — portfolio construction, DAF management, advocacy. B26 focuses on cross-border financial considerations (visa status, FBAR, foreign income) plus faith-based screening as a secondary dimension. Both use the conditional privacy overlay. Buyers serving the cross-border faith-based-investor segment typically purchase both.
25 households tagged for the conditional ESG / values overlay (one of two bundles where race/ethnicity and religion fields are populated, per the v4 privacy contract). MSCI ESG taxonomy alignment, sector exclusion lists, impact allocation percentages, and DAF holdings.
70 households with international or faith-based financial considerations: H-1B visa-dependent earners, recent immigrants navigating ITIN-to-SSN transitions, FBAR/FATCA filers, and faith-based investors with strict exclusions. Conditional populates religion field per PLAN privacy contract.
110 HNW and UHNW households with estate planning readiness scores, trust structures, gifting histories, charitable giving data, and GST exemption tracking. Complements B09 (Next-Gen Attrition) and B12 (Estate & Trust Planning).
Purchases are for internal use only. Redistribution or resale of data is prohibited under the WealthSchema Data License.
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