Posts by Evan Coller

As the year-end approaches, you may be considering how you want to make an impact through your ImpactAssets Donor Advised Fund. Below are some helpful tips for how you can set up your DAF to reach you philanthropic goals before year-end. 

1. Check Your Account Balance

Make sure the balance in your ImpactAssets Donor Advised Fund account is sufficient to support the giving you’d like to do this year. Review your account balance and consider making a contribution to make sure your account is set up to accomplish your impact goals.  

2. Optimize For Tax Deductions

 Do you have appreciated stock or cryptocurrency? Have you recently sold a business or had another financial windfall? Donor advised funds offer a variety of tax benefits that can potentially reduce your tax liability and increase the amount of charitable assets you have available to give and invest in…

Join ImpactAssets and Surdna Foundation to explore approaches to climate investing during Climate Week NYC 2023.

Join Ford Foundation, ImpactAssets and the U.S. Impact Investing Alliance for an afternoon on climate investing, followed by a reception during Climate Week NYC 2023.