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

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.


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.

Initial Contribution

The minimum initial contribution amount is $5000.
Contact Information

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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