There are two ways to select investments through your ImpactAssets Donor Advised Fund account: investment allocations and investment recommendations.
Investment Allocations: Managing Your Liquid Portfolio Assets
Similar to a traditional investment or retirement account, you have options through your ImpactAssets Donor Advised Fund (DAF) to allocate — or distribute your account balance — across different impact investment portfolios, impact strategies, ESG-screened mutual funds and exchange traded funds. As you make additional contributions to your account or make grants out of your account, funds will be added or removed in accordance with your investment allocation settings.
You may allocate to one or more of these options based on your risk appetite, time horizon and return expectations. All allocation options are liquid options that you can use to preserve and/or grow your capital, while also having funds available for direct investing and granting over time.
Allocations are designated as a percentage of your available balance. You may allocate a percentage or all of your available balance to: ImpactAssets’ Community Investment Strategy, Liquid Impact Portfolio, Conservative Impact Portfolio, Moderate Impact Portfolio and/or Aggressive Growth Impact Portfolio. Learn more about these options here, and set your allocations in the “investment reallocation” section of your DonorWeb portal.
Example Investment Allocation (must total 100%):
Community Investment Strategy: 50%
Moderate Impact Portfolio: 25%
Aggressive Growth Impact Portfolio: 25%
Investment Recommendations
Separately from the investment allocation percentages above, you are also able to select investments that align with your specific impact areas of interest. You may opt to make investment recommendations in ImpactAssets Thematic Impact Funds, Private Impact Opportunities, and/or Client Recommended Investments (learn more here). These investment options can be accessed by “recommending an investment” through the online recommendation form. In contrast to the investment allocations which are made in percentages, investment recommendations require you to set a dollar amount.
For example, if a client would like to invest $50,000 in ImpactAssets’ Racial Equity Impact Fund, they would “recommend an investment” and follow the prompts on the online recommendation form. After the recommendation has been processed, the $50,000 would be withdrawn from the account's available balance proportionate to the account's investment allocation percentages.
More questions? Contact engagement@impactassets.org.