ImpactAssets
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Knowledge base
General
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Getting Started
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ImpactAssets Investment Platform & Investment Services
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Getting started with us
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About The ImpactAssets Donor Advised Fund
Account Opening
14
What is a donor advised fund (DAF) and how does it work?
How do I open an ImpactAssets Donor Advised Fund account?
Where should I submit my ImpactAssets Donor Advised Fund application and other forms?
How long does it take to set up my ImpactAssets Donor Advised Fund account?
Are there rules about what I can name my donor advised fund? For example, may I name it after someone else? Can the name be changed?
View all 14
Contributions
18
How do I make a new contribution to my account?
What types of contributions can I make to my account?
Do shares get placed in my ImpactAssets Donor Advised Fund account?
Can I donate pre-IPO shares?
Does The ImpactAssets Donor Advised Fund have minimum contribution requirements?
View all 18
Granting
23
How do I recommend a grant?
Can I make a grant recommendation to foreign charities?
What fees are involved with grantmaking?
Can I make a grant to any organization that is a 501(c)(3)?
How can I determine the status of a specific grant online?
View all 23
Investment Platform and Services
10
How can I change my current investment allocation?
How can I build my own portfolio?
What are client recommended investments, and how do they work?
What does the client recommended investment process look like?
What are Private Impact Opportunities?
View all 10
Financial Advisors & Professionally Managed Accounts (PMAs)
8
I am a financial advisor, how can I work with you?
How does our client manage their ImpactAssets Donor Advised Fund account when their funds are custodied with my firm?
What is the onboarding process like to professionally manage a donor advised fund account with ImpactAssets?
When our mutual client makes an additional contribution to their professionally managed account, should they send the donation to me as their advisor, or ImpactAssets?
How do you send out grants if the assets are held by my firm? Do I have to transfer funds to ImpactAssets before my client's grant goes out?
View all 8
Fees and Minimums
1
Is there a minimum account balance I must maintain in my ImpactAssets Donor Advised Fund account?
Details and Forms
6
Account Opening: Documents & Forms
Impact Investment Options
Account Minimums & Fees
Account Managing: Documents and Forms
Professionally Managed Accounts
View all 6
Year-End FAQs
10
What are the year-end giving deadlines for 2024?
What are ImpactAssets’ holiday hours?
How do I make a new contribution to my account?
How do I recommend a grant?
Why is my grant recommendation not showing up under “Grant History”?
View all 10
Account Management
4
How can I add or remove parties on my account (e.g. additional donors or advisors)?
How can I update my contact information?
How do I update the succession plan for my account?
Can I send money from another donor advised fund (DAF) provider to my DAF account at ImpactAssets, and what is the process for doing so?
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