Opening your Impact Donor-Advised Fund

Complete the form below to

Join A Community of Donors

We are excited that you’re joining Impact Charitable’s community of donors! If you can provide us with the info below, we’ll complete your DAF setup and send you a fund agreement for approval. Please don’t hesitate to reach out with any questions by contacting us or calling 303-564-1819. Already a client? Login here.

Fund Information

Fund Name *

DAF Mission/Investment area of interest *

Founding Donor Information

Will default to Fund Advisor unless otherwise indicated

Name *

First

Last

Phone *

Email *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Fund Roles

You do not need to add any additional roles at this time. However, if there are other donors/grant advisors, financial advisors, or successors you would like to add, you can do so now.

Fund Role Type

Name

First

Last

Fund Role Type

Name

First

Last

Successor

You may choose to name a successor in the event of your death, designate a nonprofit organization to receive the balance of the fund, or skip for now.

Successor

Name of individual or nonprofit organization

Successor Contact Information

Email Address, Phone Number, Mailing Address

Initial Contribution

The minimum initial contribution amount is $5000.

Expected Date of Contribution

MM / DD / YYYY

Asset Type

Initial Investment account within Impact Charitable

Initial investment will default to the Pathstone - Fixed Income account, if no selection is made.

Amount (Estimated Value)

All funds will be initially placed into a money market account with Amalgamated Bank. Investments will then be made into Impact Charitable’s core portfolio with Cornerstone Capital Group. Additional customization and direct impact investment options may be available. Contact us for more details.