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? : ImpactAssets

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? Print

Modified on: Thu, Mar 18, 2021 at 12:55 PM

The name of your ImpactAssets Donor Advised Fund account is at your discretion. For example, you can name it after yourself, your family or your cause (e.g., “The Castillo Family Philanthropy Fund for Land Conservation”).

All outgoing correspondence regarding your account will include the account name and the name and address of the primary Donor(s), unless you request anonymous correspondence.

Donors can change the name at any time. To change the name of your account, please email the operations team at clientservice@impactassets.org.

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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? Print

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