In some cases, yes, you will need to transfer funds to ImpactAssets before the client's grant is disbursed. This will depend on the liquidity we have on hand for your client, the volume of grants, and if the grant is above a certain amount. Please speak with a client services team member if you have more about this matter at firstname.lastname@example.org.
How do you send out grants if the assets are held by my firm? Do I have to transfer funds to ImpactAssets before my client's grant goes out? Print
Modified on: Wed, Sep 29, 2021 at 6:38 PM
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