ImpactAssets

  The ImpactAssets Donor Advised Fund accept a wide range of contributions including, but not limited to:   Appreciated stock and securities Cash and ch...

No, we typically do not hold donated shares in a donor advised fund account. We seek to sell the shares promptly, typically within 1-2 business days (though...

Yes, in many cases we can accept pre-IPO shares, however there may be some restrictions. The issuing company will generally have paperwork that will help fa...

The minimum to open an ImpactAssets Donor Advised Fund account is $25,000. All additional contributions have a $250 minimum. 

There is a 3.5% credit card processing fee that covers bank and credit card processor fees.

Even though donor advised fund sponsoring organizations are legally classified as 501(c)(3) public charities, donor advised funds do not qualify to receive ...

Checks should be made out to ImpactAssets. In the memo line, please write the donor advised fund account number an/or account name. 

Please allow up to 5 business days after the check is received for the funds to be visible in your donor advised fund account on DonorWeb.

Once the funds from your contribution are settled and available to be invested, your contribution will be invested on the next business day per your selecte...

Yes, in many cases you can name your donor advised fund account as a beneficiary of your estate. Please reach out to our team for guidance at engagement@imp...