Donors with accounts of $500,000 or more can nominate their own independent investment advisor to manage the assets in their account. ImpactAssets qualifies the investment advisor and works with her/him to craft an investment policy statement that meets the social and financial goals of the donor, the advisor and ImpactAssets. The financial advisor manages the account, the donor recommends grants to nonprofits and ImpactAssets facilitates the distributions. ImpactAssets provides quarterly reports on granting activity, while the advisor provides all investment reporting.
Contact ImpactAssets to learn more about this customized opportunity for donor advised fund clients.