Solution home About The ImpactAssets Donor Advised Fund

Account Management

How can I add or remove parties on my account (e.g. additional donors or advisors)?
To add or remove a party, please complete the form titled Add a Donor or Professional Advisor. The completed form can be emailed to clientservice@impactasse...
Mon, Mar 20, 2023 at 1:55 PM
How can I update my contact information?
Contact information including addresses, phone numbers, and email addresses can be updated by logging into DonorWeb and clicking the My Profile menu item. I...
Mon, Mar 20, 2023 at 1:58 PM
How do I update the succession plan for my account?
Complete the form titled “Succession Plan” and submit to clientservice@impactassets.org.
Mon, Mar 20, 2023 at 2:01 PM
Can I send money from another donor advised fund (DAF) provider to my DAF account at ImpactAssets, and what is the process for doing so?
  Follow the grant recommendation process at the other DAF provider and include ImpactAssets Inc. as the grantee. Please ensure that the grant letter inclu...
Mon, Mar 20, 2023 at 2:06 PM
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