View all ImpactAssets Donor Advised Fund impact investment options here.
ImpactAssets Impact Portfolios Overview
Private Debt & Equity Impact Funds
Custom Investments
To obtain a copy of the Investment Supplement with an overview of our current impact investing options, contact our Client Engagement team at engagement@impactassets.org.
Minimum Contribution Size
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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)
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Minimum Grant Size |
$250 |
International Grantmaking
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Contact ImpactAssets for more information.
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Annual Administrative Fees
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First $100,000 – 1.00%
Next $400,000 – 0.75%
Next $500,000 – 0.50%
Next $9,000,000 – 0.25%
Over $10,000,000 – 0.125%
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Private Debt & Equity Funds |
0.40%
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Investment Fees
Investment fees vary depending on how your account is invested. For direct impact private debt and equity funds, the 0.40% fee reflects an administrative fee and may be also be subject to underlying fund manager fees. Minimum investment is $10,000.
For Custom Investments, donor sourced individual investment deals reflect a setup, management and exit fee structure. Donor sourced funds may be subject to the underlying fund manager fee structure, which will vary by fund. For mutual funds and exchange traded funds, the fees are in the form of operating expenses charged by the fund provider.
Download Account Minimums and Fees Schedule »
Donors with accounts of $500,000 or more can nominate their own independent investment advisor to manage the assets in their 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.
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.