Account Opening

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
What happens if you want to split the account, e.g. in the event of a divorce?
It is possible to split up the assets in a donor advised fund account. Assets in the account would have to be granted to a second account at ImpactAssets or...
Mon, Oct 30, 2023 at 10:18 AM
What are your wiring instructions?
If you are already an ImpactAssets client, you may access our Wire & ACH instructions by logging into DonorWeb and visiting the Forms and Documents sect...
Mon, Mar 20, 2023 at 1:48 PM