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 engagement@impactassets.org. 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.
We accept:

  • cash
  • checks
  • wire transfers
  • cryptocurrency
  • securities
  • other illiquid assets

You’ll receive confirmation including online account login details once your account is activated.

Download application here
.