> For the complete documentation index, see [llms.txt](https://pcadafguide.foundationsource.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://pcadafguide.foundationsource.com/pca-instructions/enable-investing/impact-investing-partnership.md).
# 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](https://www.impactfoundation.org/) 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
{% embed url="" %}
If you are interested in partnering to offer impact investing to your client:
* [ ] Log in to your PCA admin account Dashboard.
* [ ] Select the [Philanthropic Services](https://pcadafguide.foundationsource.com/pca-instructions/enable-investing/www.charityvest.org/philanthropic-services) tab on the left-hand menu bar.
* [ ] Select the I’m interested button under the Impact investing section.
* [ ] Complete the form details to initiate an introduction to our impact investing partners. You will need to select your client from the dropdown list and answer the following questions:
* How much charitable capital does your client plan to invest over the next 2 years?
* Which of the following describe your client's interest in impact investing?
* Your client would like to choose from pre-screened impact investments.
* Your client has already identified an investment opportunity.
* Do you have a preference of who your client would prefer to work with?
* Impact Foundation
* Other - describe below
* Additional information or questions.
* [ ] Click Message us to submit. You and your client will receive a summary of responses for reference.
* [ ] Charityvest will follow up directly to help you get started.
### 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 ](/client-experience/client-investing.md#impact-investing)on impact investments as part of the Foundation Source DAF program offering.
{% hint style="info" %}
**Curious to learn more about the Foundation Source DAF program?** Contact for any program or product-related matters.
{% endhint %}
---
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