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ImpactAssets Platform

Invest with Meaning.

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Overview

ImpactAssets is a nonprofit financial services firm that offers a platform for impact investing and philanthropic giving. While not a standalone software product in the traditional sense, it provides a donor-advised fund (DAF) and other financial tools that allow foundations and individuals to invest their charitable assets in a portfolio of impact investments. Their platform includes access to a curated list of private impact funds and companies.

✨ Key Features

  • Donor-Advised Fund for Impact Investing
  • Access to a curated platform of private impact investments
  • Customizable investment portfolios
  • Grantmaking capabilities
  • Impact reporting on investments
  • Thematic investment options (e.g., climate, gender lens)

🎯 Key Differentiators

  • Deep focus and expertise in impact investing.
  • Access to a curated platform of private market impact investments.
  • Ability to facilitate custom and complex impact investments.

Unique Value: Provides a comprehensive platform for deploying philanthropic capital into a wide range of impact investments, from curated funds to custom deals.

🎯 Use Cases (4)

Foundations using their endowment to make impact investments. Individuals and families managing their philanthropic giving through a donor-advised fund. Making program-related investments (PRIs) and mission-related investments (MRIs). Investing in specific impact themes like climate solutions or racial equity.

✅ Best For

  • Facilitating complex impact investments for sophisticated donors and foundations.
  • Providing access to private market impact investments that are typically hard to reach.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations looking for a traditional grant management software to manage applications and workflows.
  • Those who want to directly manage their own portfolio of public equities with an impact screen.

🏆 Alternatives

National Philanthropic Trust Fidelity Charitable Schwab Charitable

Offers a much deeper and more specialized focus on impact investing compared to traditional donor-advised fund providers.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Dedicated relationship manager tier)

🔒 Compliance & Security

✓ GDPR

💰 Pricing

Contact for pricing

Free tier: N/A

Visit ImpactAssets Platform Website →