Our Products

ImpactAssets closes the gap between impact investing interest and action by providing products for philanthropists and individual investors.

Giving Fund

The Giving Fund is an innovative donor advised fund that leverages the power of impact investing to put more money to work for social and environmental benefit.

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What is a Donor Advised Fund (DAF)?

A donor advised fund (DAF) is a tax-preferred philanthropic vehicle administered by a public charity. Organizations, families or individuals establish a DAF with an initial tax-deductible contribution to a public charity.  The contribution is invested and donors can recommend grants to qualified nonprofit organizations over time.

Learn more about Donor Advised Funds »

WATCH: Introduction to Impact Investing with Ron Cordes, Co-Founder & Board Member, ImpactAssets

Double your impact.
Be a philanthropist and an impact investor.

Through your Giving Fund you can uniquely access cutting edge impact funds, entrepreneurs and community investment options. You can also source and recommend your own impact investments.

Minimums and Fees

Minimum Contribution Size

Initial Contribution - $5000

Additional Contributions - $250 for check contributions; $10 for credit card contributions (Please note: all credit card contributions incur a 3.5% processing fee)

Minimum Grant Size $250

International Grantmaking

Contact ImpactAssets for more information.

Annual Administrative Fees

First $100,000 – 1%

Next $400,000 – .75%

Next $500,000 – .5%

Over $1,000,000 – .25%

Over $10,000,000 – $.125%

Global Impact Ventures Investment Fees

First $100,000 – .80%

Next $100,000 – .60%

Above $200,000 – .40%

 

Professionally Managed Accounts

Donors with Giving Fund accounts of $500,000 or more can nominate their own independent investment advisor to manage the assets in their Giving Fund account. ImpactAssets qualifies the investment advisor and works with her/him to craft an investment policy statement that meets the social and financial goals of the donor, the advisor and ImpactAssets. The financial advisor manages the account, the donor recommends grants to nonprofits and ImpactAssets facilitates the distributions. ImpactAssets provides quarterly reports on granting activity, while the advisor provides all investment reporting.

 

Contact ImpactAssets to learn more about this customized opportunity for donor advised fund clients.

Supporting Organizations

A supporting organization is an IRS-designated philanthropic vehicle created under the umbrella of an existing public charity, such as ImpactAssets, the “supported organization.” Though connected to the public charity, a supporting organization is a separate charitable entity with its own tax-exempt status, charters, bylaws, and board of trustees. ImpactAssets offers Type I supporting organizations. Type I supporting organizations are operated, supervised, or controlled by the supported organization. You may open a supporting organization with a contribution of $10 million or more. Click here to learn more.

Open a Giving Fund Account

 

Open a Giving Fund Account and take the first step towards a lifetime of high-impact giving.

1

 

Review the Giving Fund Program Circular

The Program Circular contains a detailed description of the establishment, maintenance, features, fees, and the donor’s relationship to a Giving Fund account.

 

Download Circular
2

Complete and Submit Application

Email or mail your completed application to ImpactAssets along with the initial contribution (minimum of $5,000). To donate securities, please mail the original Letter of Instruction for the transfer of mutual funds and securities to the firm holding the securities, and mail, fax or email a copy of the LOI to us.

download Application
3

Wait for
Confirmation

You’ll receive written confirmation including online account login details once your account is activated. All reporting and account information is available to you on a daily basis by signing in to your online account. You will also receive quarterly account statements.

Log in to your account

Featured Donors

Read about others who have chosen the Giving Fund to help them fulfill their philanthropic and impact investing goals.

Videos

Learn more about impact investing, the market opportunity for donor advised funds and the Giving Fund from ImpactAssets Board Member and AssetMark Executive Chairman, Ron Cordes.

 

Need help with the application process?

For more information about our products or help with the application process, please contact us.