What We Offer

Capital Activation

We offer a blend of impact-first investing, integrated capital, and economic mobility programs to help you maximize your resources for meaningful social and environmental initiatives.

Unlock opportunities to maximize the impact of your giving while enjoying seamless administration through our innovative donor-advised funds (DAFs) and special purpose funds.

offerings

Donor-Advised Funds

Direct Investments

Special Purpose Funds

Multi-Donor Funds

Grant-Making

Donor-Advised Funds

*with our Client and Project Manager, Payton

Want to learn more information including cost of services?

TESTIMONIAL

“For those of us interested in making catalytic investments, using a DAF just makes sense, and Impact Charitable makes it very easy.

Recently, I was interested in investing in a Reparative Notes offering with Black Farmer Fund and reached out to Impact Charitable to see if they could help facilitate this. Not only did the Impact Charitable team take care of all the details for my investment, but they also shared the opportunity with others who might be interested, leading to multiple other DAF-holders investing together. This felt like such a win-win-win. Less admin (including tax paperwork) on my side because the loan is held in a DAF and less admin on the side of Black Farmer Fund because multiple lenders are grouped together through Impact Charitable. And, most importantly, it's so meaningful to know that my loan played a role in mobilizing others to support an organization I care about!”

Rebecca Blumenshine

Financial Educator and Coach at Both/And Finance | Black Farmer Fund Donor

Why Choose Us

Key Advantages of Partnering with Impact Charitable

Integrated Capital Approach

Utilize your DAF to make both grants and investments, increasing the ways that you can support nonprofit organizations, social enterprises, projects and funds that support your impact goals. The returns from successful impact-first investments are available to recycle into the next opportunity.

Scalability and Sustainability

Support scalable solutions that address systemic issues for sustainable impact.

Experience

We have expertise in finance and philanthropy as well as experience bringing partners together to facilitate the flow of capital.

Complete Transaction Services

Access professional due diligence and underwriting services. Benefit from expert investment structuring and legal execution. Receive comprehensive investment monitoring and reporting.

Family offices often face unique challenges in managing philanthropic and impact-driven investments. At Impact Charitable, we ensure that every dollar aligns with your mission and vision. We offer bespoke solutions that streamline administration, and reduce complexity. Our tailored approach empowers family offices to make transformative investments and grants that amplify your impact across generations to come.

Want to learn more information including cost of services?

offerings

Flexible DAF Structures

Program-Related Investments (PRIs)

Special Purpose Funds

Multi-Donor Funds

Community-Led Investment Committees

Custom Impact Initiatives

Flexible DAF Structures

*with our Senior Director of Capital Activation, Cindy Willard

Why Choose Us

Key Advantages of Partnering with Impact Charitable

Flexibility and Versatility

We recognize that each family’s impact goals are unique, and we honor your distinct vision and approach. We offer a wide range of Capital Activation and Economic Mobility services, allowing family offices the ability to support various types of grants, including grants to for-profit impact entities, direct grants to individuals (e.g., emergency cash assistance), and impact-first investments. Our investment options span a range of structures, providing customized solutions to meet your specific needs.

Collaboration and Partnerships

Collaboration amplifies impact. Instead of establishing entities such as LLCs for new collaborations, Impact Charitable provides a more efficient solution through group/multi-donor Donor-Advised Funds (DAFs) or Special Purpose Funds (SPFs). These structures allow multiple funders or sources to come together to support specific impact investments or thematic initiatives. We handle tracking and management of individual contributions, while supporting grants and investments via the aggregated fund, ensuring streamlined, effective collaboration.

All Assets Invested for Impact

All of the funds that are held at Impact Charitable are invested for impact – even those waiting to be granted or invested directly into impact organizations. We work with trusted financial partners such as Amalgamated Bank, Native American Bank and Pathstone to make sure every dollar is values aligned.

Local, National and International Opportunities

At Impact Charitable, we have worked in local communities, on national initiatives, and made international investments. We are not defined by a certain geography or impact theme, but we focus on moving capital for impact first across a range of places, organizations, and focus areas.

Reduce Administrative Burden

Our end-to-end support means that we handle compliance, due diligence, structuring and reporting so you can focus on strategic decision-making without the administrative workload.

Tax Optimization

Creating a donor-advised fund allows for an immediate tax benefit while allowing you to distribute funds over time in alignment with your impact goals.

Foundations seeking to amplify their impact can benefit from Impact Charitable's deep expertise in program-related investments (PRIs), grantmaking, and customized philanthropic strategies. We bridge the gap between capital and community, providing tailored solutions to create systemic, scalable impact.

Want to learn more information including cost of services?

offerings

Program-Related Investments (PRIs)

Multi-Donor Funds

Thematic Funds

Specialized Grantmaking Services (Recoverable, Expenditure Responsibility, Nonprofit Support)

Fiscal Sponsorships

Program-Related Investments (PRIs)

*with our Senior Director of Capital Activation, Cindy Willard

TESTIMONIAL

"Impact Charitable has been a wonderful partner on The Christensen Fund's Program-Related Investments.

They are creative, flexible, and responsive. Their willingness to work through difficult issues as they arise makes the process an enjoyable learning experience for everyone. The structure of our deals is more beneficial to our partners because Impact Charitable is as dedicated to our partners as we are."

Carla F. Fredericks

CEO, The Christensen Fund

Why Choose Us

Key Advantages of Partnering with Impact Charitable

Increased Capacity

Impact Charitable can supplement internal capacity to make direct, impact-first investments. We provide extensive services from beginning diligence and terms to investment management and monitoring.

Experience

We have expertise in finance and philanthropy as well as experience bringing partners together to facilitate the flow of capital.

Complete Transaction Services

Access professional due diligence and underwriting services. Benefit from expert investment structuring and legal execution. Receive comprehensive investment monitoring and reporting.

Increased Impact - Aggregating Capital

We have the unique ability to bring together Foundations to pool funds together into projects. More funding allows for scalable solutions that address systemic issues for sustainable impact.

Integrated capital enhances efficiency for investors by spreading transaction costs, while reducing administrative expenses for investees.

Empower your corporate social responsibility initiatives with Impact Charitable. From corporate donor-advised funds to custom multi-donor funds, we help companies create meaningful, community-centered contributions that align with their mission and values.

Want to learn more information including cost of services?

offerings

Corporate Donor-Advised Funds (DAFs)

Multi-Donor Funds

Thematic, Custom Impact Funds

Grants and Impact-First Investments

Corporate Donor-Advised Funds (DAFs)

*with our Senior Director of Capital Activation, Cindy Willard

TESTIMONIAL

“Our partnership with Impact Charitable allows us to support our Sephora Accelerate brands with integrated capital.

Through innovative use of our corporate DAF, we can make grants and loans, providing a range of capital, to support the businesses as they grow. Their expert staff make the process impactful and supportive for our entrepreneurs, and their flexibility has made our process more effective.”

Kristen Odegaard

Senior Director, Merchandising Business Development & Strategy - Sephora

Why Choose Us

Key Advantages of Partnering with Impact Charitable

Increased Capacity

Impact Charitable can supplement internal capacity to make direct, impact-first investments. We provide extensive services from beginning diligence and terms to investment management and monitoring.

Experience

We have expertise in finance and philanthropy as well as experience bringing partners together to facilitate the flow of capital.

Complete Transaction Services

Access professional due diligence and underwriting services. Benefit from expert investment structuring and legal execution. Receive comprehensive investment monitoring and reporting.

Increased Impact - Aggregating Capital

We have the unique ability to bring together Foundations to pool funds together into projects. More funding allows for scalable solutions that address systemic issues for sustainable impact.

Integrated capital enhances efficiency for investors by spreading transaction costs, while reducing administrative expenses for investees.

Integrated Capital Approach

Utilize your DAF to make both grants and investments, increasing the ways that you can support nonprofit organizations, social enterprises, projects and funds that support your impact goals. The returns from successful impact-first investments are available to recycle into the next opportunity.

Learn more about what we do

We support individuals in achieving financial stability, economic resiliency, and building generational wealth through our Economic Mobility Services.

Contact Us

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