# Impact investing

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You may wish to leverage your donor-advised fund balance to:

* Invest in / make loans to for-profit social ventures.
* Make recoverable grants or loans to charities loans.

Now, you can request to partner with [Impact Foundation](https://www.impactfoundation.org/) via your Charityvest account.

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

### Request impact investing services

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If you are interested in impact investing:

* Log in to your account Dashboard.
* Select the [Philanthropic Services](https://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 answer the following questions:
  * How much charitable capital do you plan to invest over the next 2 years?
  * Which of the following describe your interest in impact investing?
    * I would like to choose from pre-screened impact investments.
    * I have already identified an investment opportunity.
  * Do you have a preference of who you would prefer to work with?
    * Impact Foundation
    * Other - describe below
  * Additional information or questions.
* Click Message us to submit. We will share a summary of responses to for your reference.
* The Charityvest team will follow up directly with you to get started.

### Partner fees and minimums

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

| Impact Foundation account balance | Fees          |
| --------------------------------- | ------------- |
| $25,000 - $3M                     | (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).

Still have questions about this process? Contact us via Intercom chat or email at <support@charityvest.org>.


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