Account Opening

What is a donor advised fund (DAF) and how does it work?
A donor advised fund is a tax-preferred philanthropic vehicle administered by a public charity sponsoring organization.  Organizations, families or indi...
Thu, May 27, 2021 at 12:54 PM
How do I open an ImpactAssets Donor Advised Fund account?
An ImpactAssets Donor Advised Fund account can be established by completing the steps below and providing an initial charitable contribution of $25,000 or m...
Wed, Apr 26, 2023 at 5:30 PM
Where should I submit my ImpactAssets Donor Advised Fund application and other forms?
You may apply online by using this link. Please note that once you have submitted the application it will need to be signed via DocuSign by all interested d...
Mon, Oct 30, 2023 at 10:27 AM
How long does it take to set up my ImpactAssets Donor Advised Fund account?
Upon receipt of your application and initial contribution, you can expect your ImpactAssets Donor Advised Fund account to be opened within two weeks.  L...
Mon, Feb 7, 2022 at 6:43 PM
Are there rules about what I can name my donor advised fund? For example, may I name it after someone else? Can the name be changed?
The name of your ImpactAssets Donor Advised Fund account is at your discretion. For example, you can name it after yourself, your family or your cause (e.g....
Thu, Mar 18, 2021 at 12:55 PM
What is ImpactAssets’ Tax Identification Number?
ImpactAssets' Tax Identification Number is 26-2048480.
Thu, Mar 18, 2021 at 12:57 PM
Is ImpactAssets a nonprofit organization?
Yes, ImpactAssets is a 501(c)(3) public charity. Our Tax Identification Number is 26-2048480.
Thu, Mar 18, 2021 at 1:03 PM
Can I open a fund to start fundraising?
ImpactAssets Donor Advised Fund accounts are not intended to serve as crowd funding or broad fundraising vehicles.  If you are intending to attempt to fundr...
Thu, Mar 18, 2021 at 12:58 PM
Can I open an account at ImpactAssets with funds from a different donor advised fund account?
Yes, you can open an account by working with your current donor advised fund provider to send a grant to ImpactAssets. Please add a note in the contribution...
Mon, Apr 26, 2021 at 7:14 PM
Can I add, remove or change my financial advisor associated with my ImpactAssets Donor Advised Fund account?
You can add, remove or change your financial advisor, or make changes to an existing advisor's access to your donor advised fund account at any time. Do...
Fri, Oct 1, 2021 at 5:52 PM