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# ImpactAssets

Invest with Meaning

## Sitemaps

- [XML Sitemap](https://impactassets.org/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Investing Close to Home to Build Intergenerational Wealth](https://impactassets.org/investing-close-to-home-to-build-intergenerational-wealth-sallie-bailey/) - How one Nashville investor is using the ImpactAssets’ Client Recommended Investment service to support underestimated entrepreneurs in her community.
- [Donor Spotlight: Propel](https://impactassets.org/donor-spotlight-propel/) - Propel is a family office that has been an ImpactAssets client since 2011. Learn how they are partnering with ImpactAssets to make catalytic investments into innovative companies and funds.
- [Register Now: Impact Investing Lab – Investing with Philanthropic Capital](https://impactassets.org/impact-investing-labs/) - Join ImpactAssets for an upcoming impact investing lab and discover why investors and philanthropists are increasingly channeling their philanthropic capital through the ImpactAssets Donor Advised Fund to drive impact and effect change in the social and environmental issues that matter most to them.
- [Announcing the IA 50 2026 Impact Fund Manager Showcase](https://impactassets.org/ia-50/)
- [Catalyzing Impact Investing with Margret Trilli of ImpactAssets: A new episode of Money + Meaning](https://socapglobal.com/2020/09/catalyzing-impact-investing-with-margret-trilli-of-impactassets-a-new-episode-of-money-meaning/#new_tab)
- [The Five Most Active Early-Stage Climate Tech Investors](https://www.forbes.com/sites/christerholloman/2025/02/26/the-five-most-active-early-stage-climate-tech-investors/#new_tab)
- [Private Market Pours Billions Into Impact Investing. It’s an ‘Undeniable Force.’](https://www.barrons.com/articles/esg-investing-impact-report-c139fad3#new_tab)
- [On this year’s IA50, impact funds are reaching institutional scale](https://impactalpha.com/on-this-years-ia50-impact-funds-are-reaching-institutional-scale/#new_tab)
- [ImpactAssets Mobilizes Nearly $400M in 2024, Reaffirming the Firm’s Position Among the Most Active Impact Investors Globally](https://www.businesswire.com/news/home/20250129021805/en/ImpactAssets-Mobilizes-Nearly-400M-in-2024-Reaffirming-the-Firm’s-Position-Among-the-Most-Active-Impact-Investors-Globally#new_tab)
- [Announcing the IA 50 2025 Impact Fund Manager Showcase](https://impactassets.org/ia-50/)
- [ImpactAssets CEO Margret Trilli Interview with Forbes](https://www.youtube.com/watch?v=11jkEOg9Fvg#new_tab)
- [Now is a Smart Time to Donate Appreciated Stock](https://impactassets.org/now-is-a-smart-time-to-donate-appreciated-stock/) - As the year winds down, many of us routinely think about charitable giving — not just as a way to support important causes, but also as a strategic financial move. Why is this year different from other years? As the market has notched record highs, several individual stocks have seen exceptional market performance. This leaves
- [Think Outside the Check: Unlock Non-Cash Assets for Charity and Tax Benefits](https://impactassets.org/unlock-non-cash-assets-for-charity-and-tax-benefits/) - Contributing non-cash assets to the ImpactAssets Donor Advised Fund can be a smart move for both your tax strategy and your charitable goals.
- [Building an Impactful DAF Portfolio by Embracing Complexity and Evolving Over Time](https://impactassets.org/building-an-impactful-daf-portfolio-sallie-calhoun/) - Spotlight on Sallie Calhoun, CEO, Paicines Ranch, who is an avid impact investor, activist, philanthropist and ImpactAssets client for over 15 years.
- [How Philanthropic Capital Can Fund Women Founders and Drive Impact](https://www.forbes.com/sites/melissahouston/2025/10/23/how-philanthropic-capital-can-fund-women-founders-and-drive-impact/#new_tab)
- [How to Unlock Mission-Driven Investing with Your Donations](https://www.forbes.com/sites/geristengel/2025/09/11/how-to-unlock-mission-driven-investing-with-your-donations/#new_tab)
- [7 Tax Benefits of The ImpactAssets Donor Advised Fund](https://impactassets.org/7-tax-benefits-of-the-impactassets-donor-advised-fund/) - As you do tax and estate planning with your Tax Advisor, it is important to discuss the role of charitable giving. Consider that taxpayers benefitted from $21 billion of estate tax charitable deductions in 2017.[1] This makes donor advised funds such as The ImpactAssets Donor Advised Fund highly useful for maximizing charitable tax benefits while providing flexibility for giving needs.
- [New! Read Our 2025 Impact Report](https://mailchi.mp/impactassets/2025-impact-report#new_tab) - We’re proud to present our latest impact report celebrating 15 years of ImpactAssets. Explore the report to learn how we’re mobilizing capital to address the critical needs of our time, in partnership with our impact investing and philanthropic community.
- [Year-End Giving Deadlines for the ImpactAssets Donor Advised Fund](https://impactassets.freshdesk.com/support/solutions/articles/62000226278-what-are-the-year-end-giving-deadlines-for-2022-")
- [4 Year-End Giving Tips to Maximize Your Impact Through Your ImpactAssets Donor Advised Fund](https://impactassets.org/4-year-end-giving-tips-to-maximize-your-impact-through-your-impactassets-donor-advised-fund/) - As the year-end approaches, you may be considering how you want to make an impact through your ImpactAssets Donor Advised Fund. Below are some helpful tips for how you can set up your DAF to reach you philanthropic goals before year-end. 1. Check Your Account Balance Make sure the balance in your ImpactAssets Donor Advised
- [ImpactAssets Donor Advised Fund Kit: Maximize Your Impact, Your Way](https://docsend.com/view/7iwz7kf2m7mebzem#new_tab)
- [What is a Donor Advised Fund?](https://impactassets.org/what-is-a-donor-advised-fund/) - A donor advised fund (DAF) is a tax-preferred philanthropic vehicle administered by a public charity. Organizations, families or individuals establish a DAF with an initial tax-deductible contribution to a public charity. The contribution is invested and donors can recommend grants to qualified nonprofit organizations over time.
- [The ImpactAssets Handbook For Investors: Generating Social and Environmental Value through Capital Investing](https://impactassets.org/the-impactassets-handbook-for-investors/) - A "how-to" guide for new and experienced investors interested in impact investing.

## Pages

- [Homepage](https://impactassets.org/) - ImpactAssets is the preeminent partner for impact investing and philanthropic giving for individuals, families and a range of organizations that want to create positive change for the world. Get started!
- [Careers](https://impactassets.org/careers/) - Learn about careers at ImpactAssets. Let's change the trajectory of our planet’s future and improve the lives of all people, together.
- [New DAF Platform Transition](https://impactassets.org/daf-platform-transition/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions ABOUT Board Members Investment Committee Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits News & Perspectives News
- [Client Recommended Investments](https://impactassets.org/client-recommended-investments/) - A unique investment service available through The ImpactAssets Donor Advised Fund. Take control of your impact by recommending investments of your choosing.
- [Contact Us](https://impactassets.org/contact-us/) - Contact ImpactAssets to activate your interest in impact investing and explore our investment and philanthropic solutions. Let's connect!
- [About Us](https://impactassets.org/about-us/) - ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. Learn about our mission, our expertise and our team.
- [Our Team](https://impactassets.org/our-team/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions ABOUT Board Members Investment Committee Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits News & Perspectives News
- [What We Offer](https://impactassets.org/what-we-offer/) - Access ImpactAssets' unparalleled impact investment and philanthropic solutions for individuals, family offices, foundations and corporations.
- [Products And Services](https://impactassets.org/products-and-services/) - Learn about the unparalleled impact investment and philanthropic solutions ImpactAssets offers individuals, families and a range of organizations.
- [IA 50](https://impactassets.org/ia-50/) - The ImpactAssets 50 (IA 50) is the most recognized free database of impact investment fund managers committed to generating positive impact. Learn More!
- [News & Perspectives](https://impactassets.org/news-perspectives/) - The latest ImpactAssets news, press and perspectives on impact investing and philanthropy, for those new to the field and for experienced practitioners.
- [IA50 Database Fund Page](https://impactassets.org/ia50/fund/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [IA50 Database Overview Page](https://impactassets.org/ia50/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Profile](https://impactassets.org/profile/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Registration Confirmation](https://impactassets.org/registration-confirmation/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Registration Confirmation 3](https://impactassets.org/registration-confirmation-3/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Password Reset](https://impactassets.org/password-reset/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Log In](https://impactassets.org/log-in/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Account](https://impactassets.org/account/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Register](https://impactassets.org/register/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [FAQs](https://impactassets.org/faqs/) - Explore Frequently Asked Questions about ImpactAssets. Learn more about our products and services. Find documents and forms.
- [Our Impact](https://impactassets.org/our-impact/) - ImpactAssets is commitment to advancing positive social and environmental change and addressing today's most urgent challenges. Learn more.
- [Privacy Policy](https://impactassets.org/privacy-policy/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers HELP CENTER FAQs Forms & Documents Photo and Data Credits ImpactAssets LinkedIn ImpactAssets Twitter Off-Canvas
- [Credits](https://impactassets.org/credits/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions The ImpactAssets 50 ABOUT Careers Team Board Members Investment Committee HELP CENTER FAQs Forms & Documents Photo and Data Credits
- [Stop the Spread](https://impactassets.org/stop-the-spread/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers News & Perspectives ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions ABOUT Careers Team Board Members Investment Committee news & perspectives News & Press The ImpactAssets 50 Events
- [Donor Advised Fund](https://impactassets.org/donor-advised-fund/) - The ImpactAssets Donor Advised Fund. Make your philanthropy go farther. Unparalleled impact investment platform. Get started!
- [Climate Solutions](https://impactassets.org/climate-solutions/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers News & Perspectives ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions ABOUT Careers Team Board Members Investment Committee news & perspectives News & Press The ImpactAssets 50 Events
- [Racial Equity](https://impactassets.org/racial-equity/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers News & Perspectives ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions ABOUT Careers Team Board Members Investment Committee news & perspectives News & Press The ImpactAssets 50 Events
- [Gender Equality](https://impactassets.org/gender-equality/) - Client Login Open an ImpactAssets Donor Advised Fund account Home What We Offer Our Impact About Us Careers News & Perspectives ImpactAssets 50 Contact Us PRODUCTS & SERVICES The ImpactAssets Donor Advised Fund Impact Investment Platform Philanthropic Solutions ABOUT Careers Team Board Members Investment Committee news & perspectives News & Press The ImpactAssets 50 Events
- [Grameen America Kapor Capital Enterprise Community Loan Fund Hope Enterprise Corporation Q&A](https://impactassets.org/grameen-america-kapor-capital-enterprise-community-loan-fund-hope-enterprise-corporation-qa/) - Off-Canvas Content You have selected to open off-canvas bar using another element. This placeholder will not be shown on the live page. Q&A with the ImpactAssets Investment Team: Kapor Capital Fund III, Grameen America, Enterprise Community Loan Fund and Hope Enterprise Corporation The ImpactAssets Investment Team has recently approved four new private debt & equity
- [Required State Disclosures](https://impactassets.org/required-state-disclosures/) - Off-Canvas Content You have selected to open off-canvas bar using another element. This placeholder will not be shown on the live page. Required State Disclosures Information concerning The ImpactAssets Donor Advised Fund, including financial or charitable purposes, may be obtained, without cost, by writing to its principal place of business at the following address: ImpactAssets,
- [WaterEquity Global Access Fund Q&A](https://impactassets.org/waterequity-global-access-fund-qa/) - Off-Canvas Content You have selected to open off-canvas bar using another element. This placeholder will not be shown on the live page. Q&A with the ImpactAssets Investment Team: WaterEquity Global Access Fund Margret Trilli CEO and Chief Investment Officer Sandra Osborne Kartt, CFA Managing Director, Investments Erin O'Brien Senior Associate, Investments Nick Peters Director, Investments

## Teams

- [Dana Cotter](https://impactassets.org/team/dana-cotter/) - Climate activist with a passion for scaling impact organizations.
- [Margret Trilli](https://impactassets.org/team/margret-trilli/) - Read bio
- [Adam Messinger](https://impactassets.org/team/adam-messinger/) - Read bio
- [Rebecca Carland](https://impactassets.org/team/rebecca-carland/) - Read bio
- [Dan Skaff](https://impactassets.org/team/dan-skaff/) - Read bio
- [Ian Fuller](https://impactassets.org/team/ian-fuller/) - Read bio
- [Daryn Dodson](https://impactassets.org/team/daryn-dodson/) - Daryn Dodson Managing Director, Illumen Capital
- [Liesbet Peeters](https://impactassets.org/team/liesbet-peeters/) - Read bio
- [Wayne Silby](https://impactassets.org/team/wayne-silby/) - Read bio
- [Kate Starr](https://impactassets.org/team/kate-starr/) - Read bio
- [Kim Wright-Violich](https://impactassets.org/team/kim-wright-violich/) - Kim Wright-Violich Managing Partner, Tideline
- [Jason Green](https://impactassets.org/team/jason-green/) - Founder and President, Greenbridge Family Foundation
- [Lauren Booker Allen](https://impactassets.org/team/lauren-booker-allen/) - Partner & Head of Impact Advisory, Jordan Park
- [Andrew Lee](https://www.linkedin.com/in/andrew-lee-b241a/#new_tab) - Read bio
- [Christina Leijonhufvud](https://bluemarktideline.com/christina-leijonhufvud/#new_tab) - Read bio
- [Cynthia Muller](https://www.linkedin.com/in/cynthiamuller/#new_tab) - Read bio
- [Justina Lai](https://wetherby.com/culture/meet-the-team#j-lai#new_tab) - Read bio
- [Jennifer Kenning](https://www.alignimpact.com/team/jenn-kenning-align-impact-invest#new_tab) - Read bio
- [Ronald A. Homer](https://www.linkedin.com/in/ronhomer#new_tab) - Read bio
- [Liesel Pritzker Simmons](https://impactassets.org/team/liesel-pritzker-simmons/) - Liesel Pritzker Simmons Co-Founder & Principal, Blue Haven Initiative
- [Jed Emerson](https://tiedemannadvisors.com/bio/jed-emerson#new_tab) - Read bio
- [Stephanie Cohn Rupp](https://www.veriswp.com/team/bios/#stephanie-cohn-rupp#new_tab) - Read bio
- [Rehana Nathoo](https://spectrum-impact.com/2021/01/19/rehana-nathoo/#new_tab) - Read bio
- [Mark Berryman](https://capricornllc.com/about/#new_tab) - Read bio
- [Malaika Maphalala](https://www.naturalinvestments.com/advisors/maphalala/#new_tab) - Read bio
- [Karl "Charly" Kleissner, Ph.D.](https://impactassets.org/team/karl-charly-kleissner/) - Karl "Charly" Kleissner Co-Founder, Toniic Co-Founder, KL Felicitas
- [Gerhard Pries](https://impactassets.org/team/gerhard-pries/) - Gerhard Pries Senior expert in impact investment / development finance, Kitchener ON Canada
- [Sara Templeton](https://impactassets.org/team/sara-templeton/) - First generation Latinx college graduate. Increasing access to capital for entrepreneurs of color.
- [Kate Leopold](https://impactassets.org/team/kate-leopold/) - Animal activist. Companion to three rescue dogs.
- [Sophia Sunderji](https://impactassets.org/team/sophia-sunderji/) - Data lover. Avid traveler. Earth Day every day.
- [Julia Price](https://impactassets.org/team/julia-price/) - Passionate about traveling, making impactful connections, and learning about diverse cultures.
- [Curtis Cohen](https://impactassets.org/team/curtis-cohen/) - Enthusiast for global sustainable investments and keeping outdoor spaces accessible.
- [Nilanjana Chowdhury](https://impactassets.org/team/nilanjana-chowdhury/) - Passionate about social impact projects. Love to spend time with my cats and dogs.
- [Kimberly Morris Hall](https://impactassets.org/team/kimberly-morris-hall/) - Mother. Passionate about education and racial equity. Always family first.
- [Vernice Arahan](https://impactassets.org/team/vernice-arahan/) - Proud Filipina American committed to community building and impact
- [Benjamin Stephan](https://impactassets.org/team/benjamin-stephan/) - Passionate about solutions for unlocking investment towards true impact at scale.
- [Tiffany Champion](https://impactassets.org/team/tiffany-champion/) - Plant enthusiast, mental health and wellness advocate, passionate about financial equity for all.
- [Amy Lucas](https://impactassets.org/team/amy-lucas/) - Passionate about the environment and community. Upliftment. Listener. Learner.
- [April Parks](https://impactassets.org/team/april-parks/) - Wife. Mother of three. Amplifier of the marginalized.
- [Dennis Hill](https://impactassets.org/team/dennis-hill/) - Father of two. Committed to connecting investors to impact investments.
- [Angie Zine](https://impactassets.org/team/angie-zine/) - First generation college graduate passionate about health and wellness.
- [Alice Lowenstein](https://impactassets.org/team/alice-lowenstein/) - Corporate creative. Listener. Working for a world where all can flourish.
- [Rebecca Gelb](https://impactassets.org/team/rebecca-gelb/) - Passionate about channeling capital to improve access to healthcare and education.
- [Ashley Cohen](https://impactassets.org/team/ashley-cohen/) - Passionate about an economy that works for people and the planet.
- [Kimberly Sykes CPP, PHR](https://impactassets.org/team/kimberly-sykes-cpp-phr/) - Owner of Bulldogs, embracing family values and nurturing spiritual connections.
- [Evan Coller](https://impactassets.org/team/evan-coller/) - Impact-Driven. Mediator. Father. Athlete. Music Lover. Californian. Global Citizen.
- [Karen Sunderam](https://impactassets.org/team/karen-sunderam/) - Advocate for inclusive economic growth. Mom of 4.
- [Maria Catoline](https://impactassets.org/team/maria-catoline/) - Passionate about building community and supporting engaged client networks.
- [Sherry Tong](https://impactassets.org/team/sherry-tong/) - Impact and ESG investing enthusiast. Climate advocate.
- [Justin Haskins](https://impactassets.org/team/justin-haskins/) - Passionate about impact investing and entrepreneurship.
- [Lia Henry](https://impactassets.org/team/lia-henry/) - Equality activist. Passionate about quality education. Amateur chef. Cat mom.
- [Chanda Keefe](https://impactassets.org/team/chanda-keefe/) - Passionate about travel, volunteering, and impacting positive social and environmental change.
- [Eric Meissner](https://impactassets.org/team/eric-meissner/) - Passionate about driving capital to the bold ideas of visionary changemakers.
- [Daniel Flores](https://impactassets.org/team/daniel-flores/) - Mexican immigrant passionate about creating opportunities for others.
- [Patti McKenzie, CPA](https://impactassets.org/team/patti-mckenzie/) - Problem solver. Servant's heart. Grateful wife and mother.
- [Danielle Reed](https://www.linkedin.com/in/danielle--reed/#new_tab) - Read bio
- [Ron Cordes](https://impactassets.org/team/ron-cordes/) - Ron Cordes Co-Founder, Cordes Foundation
- [Houda Ferradji](https://impactassets.org/team/houda-ferradji/) - Algerian born and raised. Passionate about creating an equitable & regenerative world.
- [Helena Hong](https://impactassets.org/team/helena-hong/) - Passionate about accelerating the transition towards a circular economy.
- [Siobhan King](https://impactassets.org/team/siobhan-king/) - Passionate about addressing climate and equity issues through impact investing.
- [Kavita Vijayan](https://impactassets.org/team/kavita-vijayan/) - Passionate about storytelling and using the power of narratives for good.
- [Sally Boulter](https://impactassets.org/team/sally-boulter/) - Believer in the power of philanthropy. Likes to get stuff done.
- [Rebecca Hull](https://impactassets.org/team/rebecca-hull/) - Questioner. Math lover.
- [Sandra Osborne Kartt, CFA](https://impactassets.org/team/sandra-osborne-kartt-cfa/) - Earth lover and meat eschewer.
- [Hunter Gibson](https://impactassets.org/team/hunter-gibson/) - Passionate advocate for healthcare. Dog mom. Avid traveler.
- [Tracy Sherman](https://impactassets.org/team/tracy-sherman/) - Storyteller for impact. Nature lover. Techno-optimist.
- [Traci Young](https://impactassets.org/team/traci-young/) - Single mother of two. Intellectual and physical disability advocate. Huge football fan.
- [Tim Freundlich](https://impactassets.org/team/tim-freundlich/) - Impact investing field builder and social entrepreneur.
- [Taumra Lawrence](https://impactassets.org/team/taumra-lawrence/) - First generation college graduate passionate about human rights.
- [Susan Flannery Adams](https://impactassets.org/team/susan-flannery-adams/) - Passionate about creating flexible and supportive workplaces. Eternal optimist.
- [Surin Ramkissoon](https://impactassets.org/team/surin-ramkissoon/) - Dedicated to supporting organizations that are working to improve lives.
- [Sonja Ordonez](https://impactassets.org/team/sonja-ordonez/) - Passionate about healthcare, travel and food. Mother of three. Pacific Northwesterner.
- [Sarah Payano](https://impactassets.org/team/sarah-payano/) - Human rights and social justice advocate. Sustainability enthusiast. Cat mom.
- [Nick Peters](https://impactassets.org/team/nick-peters/) - Climate advocate. Data lover. General optimist.
- [Malik Kadir](https://impactassets.org/team/malik-kadir/) - Giver. Communicator. Child of immigrants. Concerned global citizen.
- [Judith Sonja Bartkowski](https://impactassets.org/team/judith-sonja-bartkowski/) - German born and raised. Encouraging investments for social good. Mother of two.
- [John Quinn IV](https://impactassets.org/team/john-quinn-iv/) - Disability activist dedicated to spreading positivity. Proud Cat dad.
- [Jaime Ramirez](https://impactassets.org/team/jaime-ramirez/) - Passionate about improving people's life experience.
- [Ivy Wafford Duke](https://impactassets.org/team/ivy-wafford-duke/) - Life-long commitment to community service, especially in support of children.
- [Dylan Decker](https://impactassets.org/team/dylan-decker/) - Passionate about growing investments in companies tackling social & environmental issues.
- [Deb Parsons](https://impactassets.org/team/deb-parsons/) - Connector. Bridge builder. Midwesterner. Mom of two. Proud LGBT family.
- [Connor Taylor](https://impactassets.org/team/connor-taylor/) - Passionate about driving the breadth and depth of impact investing.
- [Carlos Polanco](https://impactassets.org/team/carlos-polanco/) - First generation graduate, foodie and beach preserver.
- [Carlos Peña](https://impactassets.org/team/carlos-pena/) - Ser más para servir mejor / Be more to serve better.
- [Brittany Engelhardt](https://impactassets.org/team/brittany-engelhardt/) - Outdoor enthusiast with a passion for adventure. Corgi mom.
- [Amy Kaminski](https://impactassets.org/team/amy-kaminski/) - Climate lover, data enthusiast, lucky mom and wife.
- [Agustin Mosquera](https://impactassets.org/team/agustin-mosquera/) - Avid Athlete. Argentinian. Motivated to reducing inequalities around the world.
- [Tony Lent](https://www.linkedin.com/in/tony-lent-80096a/#new_tab) - Read bio
- [Mia Diawara](https://impactassets.org/team/mia-diawara/) - Climate investor, Colorado-raised, with roots in Mali and Mexico.

## FAQS

- [Can I donate pre-IPO shares?](https://impactassets.org/faqs_page/can-i-donate-pre-ipo-shares/) - Yes, in many cases we can accept pre-IPO shares, however there may be some restrictions. The issuing company will generally have paperwork that will help facilitate this, but there may be a lockup period unique to the situation. ImpactAssets, at its discretion, will typically seek to liquidate shares as soon as we are allowed. Learn
- [What investment options are available through The ImpactAssets Donor Advised Fund?](https://impactassets.org/faqs_page/what-investment-options-are-available-through-the-impactassets-donor-advised-fund/) - Available to ImpactAssets Donor Advised Fund account holders, the ImpactAssets Investment Platform offers a diverse set of investment options selected for demonstrated impact and financial performance. Expertly curated, the Platform features fully-vetted impact investment options spanning a wide range of asset classes, structures, impact themes and risk profiles. The Platform includes: ImpactAssets Thematic Impact FundsProprietary
- [How long does it take to fulfill my grant request?](https://impactassets.org/faqs_page/how-long-does-it-take-to-fulfill-my-grant-request/) - We process grants on a weekly schedule and do our best to pay out any recommendations that have come in that week, as long as the organizations are pre-approved. Grants to unverified organizations may take up to two weeks, or sometimes longer, to process. If information is not readily available, the processing time will be
- [How do I open an ImpactAssets Donor Advised Fund account?](https://impactassets.org/faqs_page/can-my-direct-investments-in-socially-motivated-companies/) - An ImpactAssets Donor Advised Fund account can be established by completing the steps below and providing an initial charitable contribution of $25,000 or more. You are eligible for a tax deduction upon funding your account. Once your account is established, you may make additional contributions at any time (minimums may apply). Step 1: Review the
- [How do I make a new contribution to my account?](https://impactassets.org/faqs_page/how-do-i-make-a-new-contribution-to-my-account/) - Please complete the Contribution Form linked here. ImpactAssets accepts a wide range of contributions including, but not limited to: Appreciated stock and securities Cash and checks ACH/wire transfer Illiquid assets including real estate and cryptocurrency
- [How do I recommend a grant?](https://impactassets.org/faqs_page/how-do-i-recommend-a-grant/) - Recommend single and recurring grants through our online platform, DonorWeb: Instructions Log in to DonorWeb. The login button is also on the top right corner of the ImpactAssets website. If you need to reset your DonorWeb login information, please contact ImpactAssets Client Services at clientservice@impactassets.org or 855.482.2946. Navigate to the "Recommend Grants" page from the menu on the
- [What types of contributions can I make to my account?](https://impactassets.org/faqs_page/what-types-of-contributions-can-i-make-to-my-account/) - The ImpactAssets Donor Advised Fund accepts a wide range of contributions including, but not limited to: Appreciated stock and securities Cash and checks ACH/wire transfer Illiquid assets including real estate and cryptocurrency
- [Year-End Tax Planning and Giving Tips For Your ImpactAssets Donor Advised Fund Account](https://impactassets.org/faqs_page/year-end-tax-planning-and-giving-tips-for-your-impactassets-donor-advised-fund-account/) - As the Giving Season nears, it pays to plan ahead. Below are 5 easy steps to help maximize the financial, tax and philanthropic benefits of your ImpactAssets Donor Advised Fund account. Review Past Giving What causes did you give to in previous years? Log in to your ImpactAssets Donor Advised Fund account to view previous
- [What is a donor advised fund (DAF) and how does it work?](https://impactassets.org/faqs_page/what-is-a-donor-advised-fund-daf-and-how-does-it-work/) - A donor advised fund is a tax-preferred philanthropic vehicle administered by a public charity sponsoring organization. Organizations, families or individuals can establish a donor advised fund with an initial tax-deductible contribution to a public charity. (ImpactAssets is a charitable entity). The contribution can be invested and donors can recommend grants to qualified nonprofit organizations over
- [Do you accept private asset transfers?](https://impactassets.org/faqs_page/do-you-accept-private-asset-transfers/) - Yes, we can accept private asset transfers as a contribution to your donor advised fund account. Private asset transfers are subject to a review process prior to acceptance that may include review of investment documents, third party valuation and other documentation that we may need to request to complete our review. Please contact engagement@impactassets.org to
- [Can I make a grant recommendation to foreign charities?](https://impactassets.org/faqs_page/can-i-make-a-grant-recommendation-to-foreign-charities/) - We work with two partner organizations to make eligible international grants when possible. If you are interested in making an international grant, we are able to confirm if the organization is immediately eligible or if our partners would need to conduct further due diligence before making a decision on eligibility. This is a lengthier process

## Categories

- [Uncategorized](https://impactassets.org/category/uncategorized/)
- [Press Release](https://impactassets.org/category/press-release/)
- [All Team](https://impactassets.org/category/all-team/)
- [For ImpactAssets Donor Advised Fund Account Opening](https://impactassets.org/category/for-impactassets-donor-advised-fund-account-opening/)
- [For ImpactAssets Donor Advised Fund Contributions](https://impactassets.org/category/for-impactassets-donor-advised-fund-contributions/)
- [For Granting](https://impactassets.org/category/for-granting/)
- [IA50 Review Committee Team](https://impactassets.org/category/ia50-review-committee-team/)
- [Press](https://impactassets.org/category/press/)
- [Granting 101](https://impactassets.org/category/granting-101/)
- [Perspectives](https://impactassets.org/category/perspectives/)
- [Impact Investing 101](https://impactassets.org/category/impact-investing-101/)
- [News](https://impactassets.org/category/news/)
- [Impact Story](https://impactassets.org/category/impact-story/)

## Tags

- [Featured News](https://impactassets.org/tag/featured-news/)
- [Trending Topics](https://impactassets.org/tag/trending-topics/)
- [News Event](https://impactassets.org/tag/news-event/)
- [All News](https://impactassets.org/tag/all-news/)
- [Impact Investing Lab](https://impactassets.org/tag/impact-investing-lab/)
- [Racial Equity](https://impactassets.org/tag/racial-equity/)
- [Climate Change](https://impactassets.org/tag/climate-change/)
- [Gender Equality](https://impactassets.org/tag/gender-equality/)
- [Climate Solutions](https://impactassets.org/tag/climate-solutions/)
- [Giving Season Hub](https://impactassets.org/tag/giving-season-hub/)

## Team Groups

- [Our Team](https://impactassets.org/team_group/our-team/)
- [Board](https://impactassets.org/team_group/board/)
- [Investment Committee](https://impactassets.org/team_group/investment-committee/)
- [IA 50 Review Committee](https://impactassets.org/team_group/ia-50-review-committee/)
- [Emeritus Board Members](https://impactassets.org/team_group/emeritus-board-members/)

## Team Colors

- [Blue](https://impactassets.org/team_colors/blue/)
- [Light Blue](https://impactassets.org/team_colors/light-blue/)
- [Purple](https://impactassets.org/team_colors/purple/)
- [Teal](https://impactassets.org/team_colors/teal/)

## Team Departments

- [Client Engagement & Business Development](https://impactassets.org/team_department/client-engagement-business-development/) - B
- [Client Service and Operations](https://impactassets.org/team_department/client-service-and-operations/) - C
- [Finance](https://impactassets.org/team_department/finance/) - D
- [Investments](https://impactassets.org/team_department/investments/) - F
- [Marketing](https://impactassets.org/team_department/marketing/) - G
- [Leadership](https://impactassets.org/team_department/leadership/) - A
- [Impact](https://impactassets.org/team_department/impact/) - E

## Beaver Builder Categories

- [IA 50](https://impactassets.org/fl-builder-template-category/ia-50/)