Details and Forms

Account Opening: Documents & Forms
Benefits of the ImpactAssets Donor Advised Fund: Fact Sheet Before you open your account: The ImpactAssets Donor Advised Fund Program Circular Applica...
Wed, Feb 16, 2022 at 12:54 PM
Impact Investment Options
View all ImpactAssets Donor Advised Fund impact investment options here. Client Recommended Investments  To obtain a copy of the Investment Supplement...
Wed, Sep 25, 2024 at 10:14 PM
Account Minimums & Fees
Minimum Contribution Size Initial Contribution - $25,000 Additional Contributions - $250 for check contributions; $10 for credit card contributions (Pl...
Wed, Oct 13, 2021 at 1:26 PM
Account Managing: Documents and Forms
Additional Contribution Form Digital Tokens Contribution Form Add a Donor or Professional Advisor Create a Succession Plan Log in to make the following cha...
Thu, Sep 19, 2024 at 6:35 PM
Professionally Managed Accounts
Donors with accounts of $500,000 or more can nominate their own independent investment advisor to manage the assets in their account. ImpactAssets qualifies...
Wed, Oct 13, 2021 at 12:32 PM
Setting up a Supporting Organization
A supporting organization is an IRS-designated philanthropic vehicle created under the umbrella of an existing public charity, such as ImpactAssets, the “su...
Mon, Oct 30, 2023 at 10:57 AM