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The Program Circular contains a detailed description of the establishment, maintenance, features, fees, and the donor’s relationship to an account.
Decide how you want to invest your account balance. You can select from a range of impact investment options to meet your investment and grantmaking time horizon, risk appetite and liquidity needs. Once selected, complete the Investment Allocations section of the application.
Email or mail your completed application to ImpactAssets along with the initial contribution (minimum of $5,000). You’ll be eligible for an immediate tax deduction.
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.
You’ll receive confirmation including online account login details once your account is activated.
Benefits of the ImpactAssets Donor Advised Fund:
Before you open your account:
The ImpactAssets Donor Advised Fund Program Circular
Account Minimums and Fees Schedule
The ImpactAssets Donor Advised Fund Application
The ImpactAssets Donor Advised Fund Corporate Application
Letter of Instruction for transfer of securities or mutual funds
Donor Advised Fund Investment Policy Statement
View all ImpactAssets Donor Advised Fund impact investment options here.
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|
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||
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.
Log in to make the following changes to your ImpactAssets Donor Advised Fund account:
Reallocate your ImpactAssets Donor Advised Fund Investments (before reallocating, please review our current Investment Options)
More on impact investing:
Impact Investing Resources for Advisors
Targeted client resources:
Financial Advising for the Next Generation
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.