Invest in breakthrough solutions to the world's biggest global challenges. Support organizations through charitable donations. The Giving Fund combines impact investing and charitable giving to maximize your impact, your way.

Activate Your Philanthropic Capital

The Giving 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.

Optimize your impact.
We take care of the details.

100% Impact Investment Platform

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 Giving Fund portfolio based on your personal impact goals. We're excited to bring your vision to life, no matter how complex.

Explore your Investment Options »

Custom Impact Investing

Personalize your Giving Fund 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.

More on Custom Investments »

Donate Stocks, Cash and More

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 Giving Fund account.

Learn more about donating Appreciated Stock or Illiquid Assets

Tax Benefits

Through the Giving 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 Giving Fund »

Ready to get started?

1

Open an Account

Opening a Giving Fund is easy. Make an initial tax-deductible contribution ($5,000 minimum) and take the first step toward more personalized, impactful giving.

Open an Account »

2

Invest with Impact

Preserve and grow your giving dollars by selecting from a range of impact investing options that align with your philanthropic goals.

Select Impact Investments »

3

Make Grants to Causes

Recommend grants to charitable entities or endeavors ($250 minimum) through the Giving Fund’s easy-to-use online platform.

LogIn to your Account »

Details & Forms

Account Opening: Documents and Forms

Benefits of the Giving Fund:
Fact Sheet

Before you open your account:
Giving Fund Program Circular
Investment Supplement
Account Minimums and Fees Schedule

Application materials:
Giving Fund Application
Giving Fund Corporate Application
Letter of Instruction for transfer of securities or mutual funds

Additional details:
Giving Fund Investment Policy Statement

Impact Investment Options

Account Minimums & 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 – 1.00%

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

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 »

Account Managing: Documents and Forms

Additional Contribution Form
Add a Donor or Professional Advisor
Create a Succession Plan

Log in to make the following changes to your Giving Fund account:
Grant Recommendation
Reallocate your Giving Fund Investments (before reallocating, please review our current Investment Options)

Advisor Resources

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.

Contact Us

Need help with application process? Our dedicated team can help.

Contact Us »