ImpactAssets

FAQ 0

Getting Started 0

Your account 0

Your documents 0

Trial FAQs 0

Shared files 0

Deleted files 0

Account Opening 13

• 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?

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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?

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Granting 22

• 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?

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Investment Servicing 7

• 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?
• How does your third-party private debt and equity fund offering work?

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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?

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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

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Year-End FAQs 10

• What are the year-end giving deadlines for 2022?
• 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”?

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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?