Invest in breakthrough solutions to the world's biggest global challenges. Support organizations through charitable donations. The ImpactAssets Donor Advised Fund combines impact investing and charitable giving to maximize your impact, your way.
The ImpactAssets Donor Advised Fund is an innovative donor advised fund that empowers you to maximize your social and environmental impact by aligning impact investments with your philanthropic goals.
Support-world changing solutions, even before you make a single grant. Choose from a range of impact investment options that empower you to fine-tune your portfolio based on your personal impact goals. We're excited to bring your vision to life, no matter how complex.
Personalize your portfolio with our unique Custom Investments option. You source and recommend direct impact deals into companies, funds and nonprofits you're passionate about. We take care of the details to implement each investment.
We accept a wide range of assets – from cash and stocks to illiquid assets like personal property, real estate and non-publicly traded securities as donations into your account.
Learn more about donating Appreciated Stock or Illiquid Assets
Through the ImpactAssets Donor Advised Fund, smart tax planning increases your giving potential. Earn immediate tax deductions on donations, capital gains and thoughtfully organize your giving over time to maximize your impact and tax savings.
Learn more about the tax benefits of the ImpactAssets Donor Advised Fund »
Opening an account is easy. Make an initial tax-deductible contribution ($5,000 minimum) and take the first step toward more personalized, impactful giving.
Preserve and grow your giving dollars by selecting from a range of impact investing options that align with your philanthropic goals.
Recommend grants to charitable entities or endeavors ($250 minimum) through an easy-to-use online platform.
“I am an impact investor because our ability to amass and grow wealth responsibly is a way to make the world a better place for our children and to feel good about our place in it.”
“We need a new model of corporate philanthropy that embeds charitable and sustainable outcomes into the DNA of daily operations—recognizing that this is good for business and society.”
“ImpactAssets allows me access to a growing community, and a rich platform of impact investments in ventures and funds, as well as the custom ability to do the specific deals that I’m passionate about.”
Benefits of the ImpactAssets Donor Advised Fund:
Fact Sheet
Before you open your account:
The ImpactAssets Donor Advised Fund Program Circular
Investment Supplement
Account Minimums and Fees Schedule
Application materials:
The ImpactAssets Donor Advised Fund Application
The ImpactAssets Donor Advised Fund Corporate Application
Letter of Instruction for transfer of securities or mutual funds
Additional details:
Donor Advised Fund Investment Policy Statement
View all ImpactAssets Donor Advised Fund impact investment options here.
ImpactAssets Impact Portfolios Overview
Private Debt & Equity Impact Funds
Custom Investments
Investment Supplement
|
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 – 1.00% Next $400,000 – 0.75% Next $500,000 – 0.50% Next $9,000,000 – 0.25% Over $10,000,000 – 0.125% |
| Private Debt & Equity Funds |
0.40% |
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.
Additional Contribution Form
Add a Donor or Professional Advisor
Create a Succession Plan
Log in to make the following changes to your ImpactAssets Donor Advised Fund account:
Grant Recommendation (Learn more about How To Recommend Grants)
Reallocate your ImpactAssets Donor Advised Fund Investments (before reallocating, please review our current Investment Options)
Benefits of The ImpactAssets Donor Advised Fund for advisors and their clients:
Fact Sheet
Donating Appreciated Stock
Donating Illiquid Assets
Donor Advised Funds vs. Private Foundations
More on impact investing:
Impact Investing Resources for Advisors
Targeted client resources:
Financial Advising for the Next Generation
Key forms:
Public Disclosure Form 990
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.
