INTRODUCTION AND LIVE Q&A
MEET IMPACTASSETS
Join us for a brief presentation on how ImpactAssets can help align your assets with your values, followed by live Q&A with a member of our team.
October 7, 2026
1PM ET
October 16, 2026
12PM ET
October 20, 2026
1PM ET
2026 is winding down, but your giving strategy doesn't have to be rushed. Join us to learn how you can open and fund an ImpactAssets Donor Advised Fund(opens in new tab) (DAF) account before year end and optimize tax advantages, then take the time you need to build out your investing and granting plan.
ImpactAssets’ Chief Growth and Impact Officer, Dana Cotter(opens in new tab), will share how we partner with clients to mobilize their assets to better serve their values, and the breadth of capabilities that the ImpactAssets DAF has to offer.
What You'll Learn
- The power of impact investing through a DAF: Putting your ungranted dollars to work from day one of opening your account, even before you start granting.
- How the ImpactAssets Donor Advised Fund works: From your initial tax-deductible contribution to selecting impact investments, to recommending grants.
- How to build an investment portfolio unique to your impact goals: A wide range of impact investment options to select from, in addition to being able to source and recommend your own investments.
Attendance Guidelines
- This event is highly encouraged for those interested in opening a DAF and learning more about ImpactAssets.
- This event is not suitable for fund managers, nonprofit professionals, or social entrepreneurs seeking grants or investments or how to get on the investment platform
Legal and Program Disclaimer:
ImpactAssets, incorporated in 2008 in Maryland, is classified as a public charity as described in Section 501(c)(3) of the Internal Revenue Code. This is not a solicitation to buy or sell securities. It is an informational description of charitably oriented, social purpose investment fund options that have been approved by ImpactAssets for use in its donor advised fund asset base. It is only for use by its donor advised funds.
Have questions? We’re ready to help.