The ImpactAssets Donor Advised Fund allows qualified independent investment advisors to provide investment management services for charitable assets held in their clients' ImpactAssets Donor Advised Fund accounts.
If your clients open an account of $500,000 or more, they can recommend you to oversee the investment of their account. As the advisor, you will manage the investments, your client recommends grants to charities and our team facilitates the distributions. We provide quarterly reporting on granting activity, while you as the advisor provide all investment reporting.
Reach out to firstname.lastname@example.org to learn more.