Geneva Foundation for the Future

2025 Geneva Forum: Dry Run of the AGILE Tool

Admin — 2025-09-29T15:55:12Z

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The At United Nations Geneva, Monday December 8, 2025 - In the frame of the International Annual Conference on Impact Finance. is organizing, during the International Annual Conference on Impact Finance of the Geneva Forum, a Geneva Foundation for the Future of its - tool – a shared and evolving framework to align finance, philanthropy, and impact projects.

Following three years of collaborative work bringing together all professions in Finance and impact projects, the dissemination of an international Technology Request, and the release of the White Paper, the Dry Run of the AGILE tool serves both as training for the first users and as a crash test of the tool — evaluating both its usage methodology and its effectiveness in project assessment.

Dry Run

The AGILE tool is designed as a AGILE and allows for:

Uses of the AGILE Tool

of impact projects (eligibility filters, first intention criteria),

simplified transversal methodological benchmark (scorecards and red flags),
Identification (dashboards, dynamic indicators),
Initial evaluation (mentoring by experts and peers),
Monitoring and follow-up (replication, duplication, growth plans),
Support and coaching (societal ROI, systemic impact, shared lessons)...

Acceleration and scaling up

AGILE simplifies daily work and harmonizes the main taxonomies and existing frameworks:

Final evaluation & assessment (Environmental – Social – Governance),

Reference criteria of impact finance integrated

(United Nations Sustainable Development Goals),

ESG and public frameworks,
International standards: SDG, EU Green Taxonomy, OECD-DAC...
Proprietary standards.

Its innovation, the result of 3 years of intersectoral collaborative work, is based on 5 families of criteria:

IRIS+ (values, SDGs, ESG, local realities)
ISO26000 (participation, transparency, accountability)
Alignment (deep, systemic, measurable impact)
Governance (mobilization, co-creation, sustainability)
Intention (resource use, viability, scalability)

Leadership

Efficiency

Any actor can bring their project, according to their field:

Impact project holder
Foundation / philanthropy
Family office
Impact investment fund
Bank / financial institution
Incubator / impact platform
Academic (university, MBA, laboratory)
Public institution
NGO / local association
Blended finance catalyst

These participants will benefit directly from

You can access two levels of participation in the Dry Run

on how to use the simple AGILE tool to position and evaluate their project.

Renseignements and Registration.

Level 1 – Simple AGILE tool

Participants will be able to present to the audience a methodological insights and showcase their project.

All types and stages of projects are eligible:

Level 2 – Pitch of projects evaluated with AGILE (50–500k€),
pitch structured around the AGILE criteria (500k–10M€),
Small pilot projects / local innovations (above 10M€),
Projects Intermediate projects / scalable initiatives, Large systemic or institutional projects, in seed stage or in growth.

Each pitch will be analyzed using the AGILE grid, allowing for collective feedback and a concrete illustration of its role as a in scaling up for impact finance.

Submit here your project for an AGILE pitch.

This Dry Run marks a key step in the collaborative development of the infrastructure tool, now capable of becoming the transversal benchmark between philanthropists, investors, public institutions, and project holders, to re-enchant finance and accelerate the transition toward a regenerative economy.

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White Book AGILE - Impact Finance

Admin — 2025-09-01T05:00:00Z

See also: 2025 Geneva Forum: Dry Run of the AGILE Tool

The Geneva Foundation for the Future is pleased to offer you access to the AGILE White Paper, September 2025

Philanthropy - Investments - Incubation - Policies and strategies

Do you believe that finance is a tool capable of transforming the world?

163 pages resulting from three years of cross-sector collaboration at Geneva Forum at United Nations

View the White Book

Discover in this edition the AGILE tool for Impact finance, Philanthropy, Investments and Business development and incubation, the fruit of 3 years of collaboration, a shared framework for identifying, evaluating and financing transformative initiatives that generate revenues and returns on investment.

Co-constructed with representatives from all areas of finance, philanthropy and impact, it provides a common language for public, private and committed players. It has been designed to be compatible with all the different impact assessment and impact finance tools and standards currently in use. As a real open sesame, it makes it simple and easy to integrate all of these frameworks sometimes complex.

For those already practicing financial analysis of impact projects, it will simplify and accelerate their results, taking advantage of its agile nature [#].

This key document provides a comprehensive overview of Impact Finance and its current and future directions, for use by major philanthropists, foundations and individual donors, as well as by family offices, hedge funds, banks, private investors, asset managers and business angels.

This White Paper reveals an unprecedented bridge between philanthropy, investment and impact projects, with many concrete references that can be used on a daily basis.

Consult the White Paper to join a global movement towards regenerative, transparent reality-rooted finance.

The white book can be accessed for free with a simple login.

Practical, ready-to-use advice and tools for all professions in finance and impact entrepreneurship.

Content of the White Paper

Synthetic Content: towards aligned, agile, and regenerative finance

Global Diagnostic: details the abundance of unallocated capital, in contrast with high-impact projects that are insufficiently funded.

More than 4 trillion dollars are lacking each year to meet the Sustainable Development Goals (SDGs) [*], despite record global liquidity, all in a context where financially profitable economic models are emerging in the fields of entrepreneurship and impact infrastructure.

Strategic Convergence: ongoing and future alignment of finance, philanthropy, and grassroots initiatives to address climate, social, and economic emergencies.

A proactive vision: finance as a systemic lever for transformation, oriented towards economic and industrial resilience, ecological regeneration, and social justice.

The AGILE tool, a shared interface:

A deliberately simple and agile intersectoral methodology for everyday use, based on 5 families of operational criteria, resulting from 3 years of collaborative work involving various finance professions:
Alignment – Governance – Intention – Leadership – Efficiency.

Ready-to-use evaluation grids:
Scoring on 6 levels.
Collaborative dashboards.
Interoperability with ESG [**] taxonomies, SDGs and public criteria.
Participatory and transdisciplinary methodology: co-construction with experts, public institutions, incubators, project leaders, and philanthropists.
Framework compatible with international standards:
The AGILE tool integrates SDG (UN) indicators, ESG (financial) indicators, and the requirements of public funders to maximize transparency and regulatory compatibility.
Shared governance and open platform:
Pooled access to tools, training, mentoring, evaluation services, and legal structuring for impact projects.
Identification, Evaluation, Selection, Monitoring and Mentoring of impact projects:
Scenarios and case studies on the use of the AGILE tool to direct funds towards small, medium and large-scale impact projects, as well as infrastructure projects.
A strategic toolbox:
For foundations: invest according to their values, with leverage effect.
For investors: secure risk through alignment with public criteria.
For institutions: standardize calls for projects and strengthen collaborations.
For impact incubators: simplified reception and mentoring for start-ups, NGOs and large-scale projects.
For project leaders (small, medium, large, infrastructural): demonstrate the financial viability and profitability of their impact.
Optimization tool for industrial or high-impact projects:

A concrete application of the AGILE tool makes it possible to evaluate large-scale projects (infrastructure, hybrid models, Social Impact Bonds [***], etc.).

International case studies:

Presentation of proven models (Europe, Africa, Asia, Latin America), implementing blended finance, community-based approaches, and structural innovations and forward-looking recommendations.

An evolving Tool box:

Practical guide for impact assessment for investors and decision-makers, updated based on feedback from ecosystem members.

Strategic recommendations:

For public actors, organizational leaders, policymakers, to adapt investment policies to impact imperatives, with shared criteria and interoperable tools.

(clic to unfold)

The AGILE impact finance tool explained and made available

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[#]

Those already well versed in the general context of impact finance can go directly to the Toolbox section of the document, however, the introductory sections explain the ins and outs of the choices that led to the design of the tool to give it its key facilitating and simplifying effect.

[*]

United Nations Sustainable Development Goals.

[**]

Criteria for responsible finance "Environmental, Social, Governance".

[***]

Social Impact Bonds (SIB) are social impact obligations that link private financing and performance measured against public objectives

AI and Impact Finance: A New Era of Simplicity, Power, and Purpose

Admin — 2025-08-22T16:16:30Z

The Geneva Foundation for the Future is proud to announce a bold step forward: putting the full power of Artificial Intelligence at the service of Impact Finance that is at once focused, just, and optimal—and at the same time assertive, powerful, and capable of delivering high returns.
This is not about creating yet another layer of complexity in a financial world already crowded with jargon, fragmented tools, and confusing metrics. Quite the opposite. Our mission is to make finance for impact simple, intuitive, and accessible—for financiers, bank employees, corporate executives, and the world's largest financial institutions.

More Than Technology: A Human and Ethical Foundation

The AGILE framework is at the heart of this transformation. It was not designed as a gadget, nor as a passing trend in impact evaluation. It was built as the core engineering of evaluation in impact finance, a foundation that remains valid and trustworthy whatever the level of digitalization or automation that surrounds it.
Artificial Intelligence will accelerate processes, crunch data, and streamline reporting. But AI alone is not enough. As we learned at the Geneva Forum (2023), the real frontier of innovation is not technological—it is relational and moral. What matters is not the algorithms themselves, but the human-centered and nature-based choices embedded in their design.
That is why the AGILE framework is more than a method:

[[A lever for collective action, enabling actors across finance, philanthropy, public institutions, and civil society to speak a common language and join forces.
-, turning evaluation into a participatory and accountable process, with criteria that everyone can see, understand, and trust.
-, ensuring that impact objectives are explicit, verifiable, and aligned with long-term values rather than short-term speculation.

–
AI-powered evaluation tools dramatically increase - by directing capital toward high-impact projects with proven social and environmental value. Beyond identifying already eligible ventures, these tools reveal pathways for projects to evolve—often with the guidance of their bankers—toward - that are both profitable and aligned with societal needs. As companies transition into -, they generate stronger financial performance, resilience, and long-term value. Their genuine utility to society not only ensures sustained demand but also creates a uniquely secure environment for investors. In short, -.

–
Ethics is not a slogan—it is something we build together. It is nourished mutually, shared in practice, and strengthened every day. Each grid, each criterion, is not just a checklist: it is a -.
Through its collective and daily use, the AGILE tool} reduces dependence on disconnected financial engineering, mitigates the risks of greenwashing, and ensures that A lever for transparency.
By guiding AI with this methodology, the Geneva Foundation for the Future ensures that technology does not fragment our world but instead becomes a A lever for ethical performance.

Higher Returns Through AI-Guided Impact Investing

This is the future of Impact Finance: one where returns on investment, one where complexity is simplified, and where collaboration and trust are the true currencies of transformation.
We warmly invite all financiers, corporate leaders, bankers, philanthropists, and changemakers to purpose-driven business models. Anyone who registers for free on our website to read the White Book will automatically gain access to the AGILE tool and will be kept informed of each new release—whether AI-driven platforms or methodological manuals—ready to be used according to their own needs, convenience, and professional goals.
Impact Finance, powered by AI and guided by AGILE, is not just a vision of tomorrow—it is a reality we are building together today.

AGILE: Efficiency Without Extra Cost
Traditional evaluation frameworks are often lengthy, complex, and expensive, requiring vast resources to process information without guaranteeing better decisions. By contrast, the AGILE tool focuses on a small set of key factors that drive impact, governance, and long-term value. This streamlined approach delivers the same reliability of results at a fraction of the cost.
Designed from the start with compatibility in mind, AGILE integrates seamlessly with the tools bankers, executives, and financial institutions already use. No need to replace existing systems—AGILE acts as a bridge and accelerator, reducing overheads while ensuring alignment with ESG, SDG, and legal taxonomies.
In short: less time, less cost, more clarity—and fully interoperable with today's professional practices.

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Newsletter

Admin — 2021-07-26T11:57:00Z

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Geneva Foundation for the Future

2025 Geneva Forum: Dry Run of the AGILE Tool

Uses of the AGILE Tool

Reference criteria of impact finance integrated

You can access two levels of participation in the Dry Run

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White Book AGILE - Impact Finance

The Geneva Foundation for the Future is pleased to offer you access to the AGILE White Paper, September 2025

View the White Book

Content of the White Paper

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Have the access to the content sent to you by email:

AI and Impact Finance: A New Era of Simplicity, Power, and Purpose

More Than Technology: A Human and Ethical Foundation

Higher Returns Through AI-Guided Impact Investing

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