Beginning on Day 1 of opening your ImpactAssets Donor Advised Fund account, you are able to allocate your funds to any of ImpactAssets’ model impact portfolios. You can also elect to allocate your funds to the ImpactAssets Community Investment Strategy, an actively managed portfolio diversified across impact themes, geographies, risk and liquidity profiles. If you do not select one or more portfolios, your funds will automatically be allocated to the Liquid Impact Portfolio.
You will also be eligible to recommend investments in ImpactAssets’ thematic impact funds and private impact opportunities. Learn more about the investment options available to you here.