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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
Founding Donor Information
Fund Roles
Successor
Initial Contribution

Fund Information

Founding Donor Information

Will default to Fund Advisor unless otherwise indicated

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.

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.
Name of individual or nonprofit organization
Email Address, Phone Number, Mailing Address

Initial Contribution

The minimum initial contribution amount is $5000.
MM / DD / YYYY
Initial investment will default to the Pathstone - Fixed Income account, if no selection is made.

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.

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303-564-1819

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Impact Charitable does not provide legal or tax advice. All information is intended to be educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Tax benefits and consequences differ from person to person, and vary depending on the federal or state laws applicable to each person.

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Cam Welch

Client Services Coordinator

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Cam believes in the transformative power of genuine relationships coupled with dynamic solutions to create pathways for a more equitable future. With a background and experience across the corporate and nonprofit sectors, he brings a unique perspective to his role as a Client Services Coordinator at Impact Charitable.

His passion for community-driven impact grew during his tenure at The Denver Foundation. As a Reisher Scholarship Associate he championed education and empowerment. His stewardship was pivotal in fostering an active alumni community, orchestrating forums on racial equity, and expediting grants in times of crisis, exemplifying his unwavering dedication to catalyzing change.

Cam holds a Bachelor of Science in Business Administration, with a specialization in Marketing and a Minor in Leadership, from the University of Denver. This academic foundation, complemented by his professional journey, positions him as a dynamic force in the quest for equitable solutions. When not actively shaping a brighter tomorrow, Cam immerses himself in the great Colorado outdoors, engages in portrait photography, and indulges his culinary flair. Nestled in Denver, Colorado, Cam remains intrinsically tethered to his community, eagerly contributing to a lasting, positive change.