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About The ImpactAssets Donor Advised Fund
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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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?
Is there a fee associated with credit card contributions?
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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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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)
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
Is there a minimum account balance I must maintain in my ImpactAssets Donor Advised Fund account?
Details and Forms
Account Opening: Documents & Forms
Impact Investment Options
Account Minimums & Fees
Account Managing: Documents and Forms
Professionally Managed Accounts
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