Impact investing

Invest in social ventures and make recoverable grants with your DAF.

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 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

If you are interested in impact investing:

• Log in to your 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 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 [e-mail].