An ImpactAssets Donor Advised Fund account can be established by completing the steps below and providing an initial charitable contribution of $25,000 or more. You are eligible for a tax deduction upon funding your account. Once your account is established, you may make additional contributions at any time (minimums may apply).
Step 1: Review the ImpactAssets Donor Advised Fund Program Circular
The Program Circular contains a detailed description of the establishment, maintenance, features, fees, and the donor’s relationship to an account.
Step 2: Select Impact Investments
Decide how you want to invest your account balance. You can select from a range of impact investing options to meet your investment and grantmaking time horizon, risk appetite and liquidity needs. To obtain a copy of the Investment Supplement with an overview of our current impact investing options, contact our Client Engagement team at email@example.com. Once selected, complete the Investment Allocations section of the application.
Step 3: Email or mail your completed application to ImpactAssets along with the initial contribution ($25,000 minimum). You’ll be eligible for an immediate tax deduction.
- wire transfers
- other illiquid assets
You’ll receive confirmation including online account login details once your account is activated.
Download application here.