Donor-Advised Fund

Opening Your Impact Donor-Advised Fund

Fill-out the form below to join a community of donors!

We are excited that you’re joining Impact Charitable’s community of donors! Provide us with your info and we’ll complete your DAF setup and send you a fund agreement for approval.

Fund Information

First Name

DAF Mission/Investment area of interest

Founding Donor Information

Will default to Fund Advisor unless otherwise indicated

First Name

Last Name

Phone Number

Email Address

Address

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

First Name

Last Name

Email Address

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

Successor Email Address

Successor Phone Number

Success Mailing Address

Initial Contribution

The minimum initial contribution amount is $5000.

Expected Date of Contribution

Asset Type

Initial Investment account within Impact Charitable

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.

Got Questions? Call us directly.

303-564-1819

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Donor-Advised Fund

Opening Your Impact Donor-Advised Fund

Fill-out the form below to join a community of donors!

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.

Got Questions? Call us directly.

Let's Talk!

Already a client?

Subscribe to Our Newsletter

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