Open an ImpactAssets Donor Advised Fund Account

Open an ImpactAssets Donor Advised Fund account and take the first step toward more personalized, impactful giving.

Year-End Giving Deadlines

12/7/21 - Grant recommendations
12/7/21 - Custom Investment recommendations
12/31/21 - Stock transfers with Letter of Instruction
12/31/21 - Cash wires and checks

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We're happy to assist you! Contact us at or give us a call at 855.482.2946.

The Program Circular contains a detailed description of the establishment, maintenance, features, fees, and the donor’s relationship to an account.

Read the Program Circular »

Decide how you want to invest your account balance. You can select from a range of impact investment options to meet your investment and grantmaking time horizon, risk appetite and liquidity needs. Once selected, complete the Investment Allocations section of the application.

To obtain a copy of the Investment Supplement with an overview of our current impact investing options, contact our Client Engagement team at

Email or mail your completed application to ImpactAssets along with the initial contribution (minimum of $25,000). You’ll be eligible for an immediate tax deduction.

We accept:

  • cash
  • checks
  • wire transfers
  • cryptocurrency
  • securities
  • other illiquid assets

To donate securities, please mail the original Letter of Instruction for the transfer of mutual funds and securities to the firm holding the securities, and mail, fax or email a copy of the LOI to us.

You’ll receive confirmation including online account login details once your account is activated.

Download Application »

Details & Forms

Account Opening: Documents and Forms

Benefits of the ImpactAssets Donor Advised Fund:
Fact Sheet

Before you open your account:
The ImpactAssets Donor Advised Fund Program Circular

Application materials:
The ImpactAssets Donor Advised Fund Application
The ImpactAssets Donor Advised Fund Corporate Application
Letter of Instruction for transfer of securities or mutual funds

Impact Investment Options

View all ImpactAssets Donor Advised Fund impact investment options here.

Custom Investments

To obtain a copy of the Investment Supplement with an overview of our current impact investing options, contact our Client Engagement team at

Account Minimums & Fees

Minimum Contribution Size

Initial Contribution - $25,000

Additional Contributions - $250 for check contributions; $10 for credit card contributions (Please note: all credit card contributions incur a 3.5% processing fee)

Minimum Grant Size $250

International Grantmaking

Contact ImpactAssets for more information.

Annual Administrative Fees

First $100,000 – 1.00%

Next $400,000 – 0.75%

Next $500,000 – 0.50%

Next $9,000,000 – 0.25%

Over $10,000,000 – 0.125%

Private Debt & Equity Funds


Investment Fees

Investment fees vary depending on how your account is invested. For direct impact private debt and equity funds, the 0.40% fee reflects an administrative fee and may be also be subject to underlying fund manager fees. Minimum investment is $10,000.

For Custom Investments, donor sourced individual investment deals reflect a setup, management and exit fee structure. Donor sourced funds may be subject to the underlying fund manager fee structure, which will vary by fund. For mutual funds and exchange traded funds, the fees are in the form of operating expenses charged by the fund provider.

Account Managing: Documents and Forms

Advisor Resources

Benefits of The ImpactAssets Donor Advised Fund for advisors and their clients:
Fact Sheet
Donating Appreciated Stock
Donating Illiquid Assets
Donor Advised Funds vs. Private Foundations

More on impact investing:
Impact Investing Resources for Advisors

Targeted client resources:
Financial Advising for the Next Generation

Key forms:
Public Disclosure Form 990

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 the investment advisor and works with her/him to craft an investment policy statement that meets the social and financial goals of the donor, the advisor and ImpactAssets. The financial advisor manages the account, the donor recommends grants to nonprofits and ImpactAssets facilitates the distributions. ImpactAssets provides quarterly reports on granting activity, while the advisor provides all investment reporting.

Contact ImpactAssets to learn more about this customized opportunity for donor advised fund clients.

Supporting Organizations

A supporting organization is an IRS-designated philanthropic vehicle created under the umbrella of an existing public charity, such as ImpactAssets, the “supported organization.” Though connected to the public charity, a supporting organization is a separate charitable entity with its own tax-exempt status, charters, bylaws, and board of trustees. ImpactAssets offers Type I supporting organizations. Type I supporting organizations are operated, supervised, or controlled by the supported organization. You may open a supporting organization with a contribution of $10 million or more. Click here to learn more.

Need help with the application process? Our dedicated team can help.

Contact Us »