Please refer to our Custom Investment Fact Sheet for more information. If you have any questions at any time, please contact our Senior Officer for Client Service Sally Boulter at sboulter@impactassets.org.

Welcome! If you have been invited to complete this form, ImpactAssets is considering a custom investment recommended by one of our Donor Advised Funds (DAFs). In order to further consider the recommendation, ImpactAssets needs to collect certain information from your organization using this form, including the upload of the following key documentation:

• Business Description
• Social Impact Description
• Historical & Projected Financials
• Complete & Execution-Ready Investment Documents
• Organization Logo