Yes, in most cases we can accept private asset transfers from other existing donor advised funds. Your current donor advised fund provider will need to send all relevant documents to the ImpactAssets investments team for review before initiating the transfer. In these cases, we typically do not require a third party valuation. All parties will typically need to sign off on the transfer including the donor advised fund provider, Impactassets, the donor, and possibly fund managers or executives at direct investments.
I have private assets held in another donor advised fund. Can I transfer those private assets to my ImpactAssets Donor Advised Fund account? Print
Modified on: Mon, Apr 26, 2021 at 7:11 PM
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