Impact investing

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 advisor, you can request to partner with Impact Foundation to offer impact investing to your client via your firm's custom 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.

Is your firm interested in managing the impact investments made with your client's DAF assets?

Please contact Charityvest at [e-mail] to learn more about our roadmap for impact investments.

Request impact investing services on behalf of a client

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

• Log in to your advisor account Dashboard.

• Select the 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.

• The Charityvest team 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 on impact investments as part of your firm's custom giving program offering.

Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest ([e-mail]) for platform-related matters.