MISSION POSSIBLE
This type of investment seeks to generate both a financial return and a positive social or environmental impact.
What is impact investing?
Evolving to meet our client’s growing needs and impact, this SEC-registered investment advisory and subsidiary was launched to advise institutional investors primarily on private impact opportunities.
Who is ImpactAssets Capital Partners (IACP)?
This is how a donor directs their charitable funds to specific causes from their IA DAF.
What is a grant recommendation?
Contributions to an IA donor-advised fund are considered this and can’t be withdrawn or reclaimed, as assets become legally owned by IA.
What is irrevocable?
This tax- preferred philanthropic vehicle administered by a public charity, sponsoring organization (e.g. IA) allows donors to give strategically over a period of time, while investing in mission-aligned funds, and recommending grants to charities.
What is a donor advised fund (DAF)?
Direct investments in private impact companies and funds that are sourced and recommended by ImpactAssets Donor Advised Fund clients.
What are Client Recommend Investments (CIs)?
In 2024, this DAF was the most active grant-maker in terms of volume (# of grants sent).
What is Kataly Fund?
This is filed annually by most U.S. tax-exempt nonprofits to report their mission, program, and finances.
What is form 990?
As a different kind of impact investment partner, IA’s “three P’s" are. People, Planet and [this].
What is Purpose?
This free, publicly available database is considered the definitive guide to impact investing fund managers, providing a rigorously curated list for investors, foundations, and financial advisors.
What is IA 50?
This was the leading charitable cause in 2024 for ImpactAssets donors' grants.
What is Human Services (e.g food programs, housing, crime, prevention)?
This custodian safeguards and administers the assets to a majority of our DAF PMAs.
Who is Schwab?
"Invest with [this] is listed under the ImpactAssets logo, which is aligning investments with values.
What is meaning?
These sessions are typically held via webinar aimed at building a community of individuals, foundations, family offices, and corporations interested in leveraging philanthropic capital to catalyze innovation, system shifts, and positive change.
What are impact investing labs?
In 2024 this organization, received the largest number of grants from IA in 2024.
What is Doctors without Borders?
This is prohibited and refers to any direct or indirect advantage that a donor, their family or related parties receive from charitable assets.
What is personal benefit?