Impact investing partnership

Support your client's interest in social venture investments and recoverable grants.

Your client may express interest in leveraging their donor-advised fund balance to:

  • Invest in / make loans to for-profit social ventures.

  • Make recoverable grants or loans to charities loans.

As their PCA, you can request to partner with Impact Foundation to offer impact investing to your client via the Foundation Source DAF giving program.

Impact Foundation is a 501(c)(3) public charity that allows clients to recommend custom investments in their Impact Accounts (a donor-advised fund). Through January 2024, their donors/investors have deployed more than $525 Million for impact.

Request impact investing services on behalf of a client

If you are interested in partnering to offer impact investing to your client:

Partner fees

Impact Foundation assesses fees on invested assets on an annual basis, which are deducted from your client's Impact Foundation donor-advised fund balance. Their minimum opening balance is $25,000.

Impact Foundation account balance
Fees

$25,000 - $3M

85bps (0.85%)

$3M - $5M

65bps (0.65%)

$5M - $10M

40bps (0.40%)

$10M+

30bps (0.30%)

Additionally, they charge a one-time 3% origination fee on the total value of each new investment (with a minimum origination fee of $1,000).

If preferred, clients may independently request to partner with Impact Foundation on impact investments as part of the Foundation Source DAF program offering.

Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.

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