Impact Foundation

Name

Impact Foundation

Legal name

Impact Investing Charitable Foundation, Inc.

Website

https://impactfoundation.org

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Donor-Advised Fund Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Investment Advice (6282)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Impact Investing (Intentional, Measurable Social/Environmental Outcomes) (FSAAALAC), Impact Investing & Social Finance (Funds, CDFIs, Microfinance) (BPAGALAA)

Keywords

• Donor advised funds
• Impact investing
• Charitable giving
• Faith-based investing
• Donor services

Headquarters

HQ city

Lenexa

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Origination Assessment: One-time origination fee charged on each investment made through an Impact Account. This is described as a charitable contribution grant to support the foundation's operations.
2. Annual Assessment on Invested Assets: Recurring annual assessment charged on the total value of assets invested in each Impact Account. Rate tiers decline as assets under management increase, from 85bps for assets under $3M to 30bps for assets over $10M. Accrued monthly and drawn quarterly.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Impact Foundation operates as a 501(c)(3) nonprofit that administers Impact Accounts (donor-advised funds) enabling high-net-worth donors and families to invest charitable capital in approved transformational businesses, including loans to charity, limited partnership interests in real estate/private equity/venture funds, and direct equity investments. Donors receive a 40%–50% immediate charitable tax deduction, and the foundation handles paperwork, tax returns, and compliance while financial returns compound future giving capacity.

Product overview

Impact Foundation operates a purpose-built impact investing platform centered on its Impact Account, a donor advised fund structure that enables donors to deploy charitable capital across approved investment opportunities including loans to charity, venture funds, private equity, and direct equity investments in transformational businesses. The platform offers multiple account types (standard Impact Accounts, Designated Impact Accounts for single-charity funds, and Project Accounts for pooled giving), integrated investment advisory services, and international giving capabilities through a TrustBridge partnership. The core value proposition combines a 40–50% immediate charitable tax deduction with investment freedom to select deals aligned with donor goals, while financial returns fuel future giving capacity.

Differentiator

Problem solved

Functional benefit

Products and services

• Impact Account A donor-advised fund that allows donors to invest charitable capital in venture funds, private equity, and private companies with positive social and Kingdom gain alongside financial return. Donors receive a 40%–50% charitable tax deduction and can recommend investments in transformational businesses.
• Designated Impact Account A single-charity fund similar to a donor-advised fund where the donor selects a specific charity beneficiary while retaining advisory privileges on investments and distribution timing.
• Project Account A pooled giving vehicle allowing multiple donors to contribute toward a specific project or cause, with a Project Sponsor advising on investments and grant distributions.
• Investment Recommendation Services Advisory services allowing Impact Account donors to recommend investments in approved opportunities including loans to charity, limited partner interests in real estate/private equity/venture funds, and direct equity investments.
• International Giving Partnership with TrustBridge Global Foundation enabling donors to make international charitable grants at approximately 1% cost, with access to a network of international foundations and banks.

Quantifiable outcome

• 40%–50% immediate charitable tax deduction returned to donor right away
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• TrustBridge Global FoundationcoreStrategic or Co-development PartnerTrustBridge Global Foundation provides international giving infrastructure for Impact Foundation's donor/investors, enabling affordable and efficient grant-making to charities anywhere in the world. TrustBridge's network of international foundations and banks and its software platform create the most efficient way to give internationally at a cost of only 1% of the grant amount (minimum 300 CHF). This partnership is a core component of Impact Foundation's international giving capabilities.
• Faith Driven Investor (FDI)coreGTM or Marketing PartnerFaith Driven Investor is a movement dedicated to helping Christ-following investors understand where, how, and why behind investment strategies. They offer content, community, and connections. Impact Foundation participates as a contributor and partner, referencing FDI's research ($360B in faith-driven investing assets) and connecting within the FDI ecosystem to attract aligned donor/investors.
• Ambassadors Impact NetworkcoreGTM or Marketing PartnerAmbassadors Impact Network (AIN) provides an enriching and active community for both investors and faith-driven entrepreneurs. Their network of investors funds redemptive business leaders advancing the Gospel. Impact Foundation is referenced as a connected capital resource for AIN's investor network.
• Lion's Den (Dallas/Ft. Worth & Birmingham)minorGTM or Marketing PartnerLion's Den provides investors and entrepreneurs an environment to connect and collaborate on kingdom-impact opportunities and hear pitches from business-as-mission companies. Dallas events are held annually in April; Birmingham in October. Impact Foundation is connected as a capital provider within this ecosystem.
• Kingdom AdvisorsminorGTM or Marketing PartnerKingdom Advisors is a growing movement of professionals seeking God's glory and client success. The organization provides community, tools, training, and an annual conference to integrate faith and financial practice to maximize kingdom impact. Impact Foundation is referenced as a resource for impact investing within the Kingdom Advisors ecosystem.
• PraxisminorGTM or Marketing PartnerPraxis is a venture-building ecosystem with a redemptive imagination, supporting founders, funders, and innovators motivated by faith. Impact Foundation is referenced as a connected partner providing capital resources for Praxis-backed entrepreneurs and founders.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• ImpactAssets: ImpactAssets is a nonprofit donor-advised fund sponsor that focuses exclusively on impact investing. Like Impact Foundation, ImpactAssets enables donors to deploy charitable capital into impact investments including private equity, venture capital, and direct investments. Both organizations serve HNW donors seeking to align charitable giving with impact investing.
• National Philanthropic Trust: National Philanthropic Trust (NPT) is a major independent donor-advised fund sponsor that offers impact investing options within its charitable accounts. It is a direct peer to Impact Foundation in the DAF sponsorship space, though NPT operates at much greater scale and serves a broader donor base without the faith-driven focus.
• National Christian Foundation: National Christian Foundation (NCF) is one of the largest Christian-affiliated donor-advised fund sponsors in the US. Impact Foundation's chairman Greg Lernihan previously worked at NCF before founding Impact Foundation. NCF and Impact Foundation both serve faith-driven HNW donors, but NCF focuses primarily on traditional grantmaking while Impact Foundation distinguishes itself through impact investing.
• American Endowment Foundation: American Endowment Foundation (AEF) is a donor-advised fund sponsor that explicitly markets itself for impact investing and alternative investments within charitable accounts. It is a direct peer because, like Impact Foundation, AEF enables DAF donors to invest in private equity, venture capital, and alternative assets - capabilities most DAF sponsors restrict.
• Advisors Charitable Trust: Advisors Charitable Trust is a donor-advised fund sponsor that specifically serves financial advisors and their HNW clients, with capabilities that include impact investing options. It is a direct peer because, like Impact Foundation, it operates in the DAF sponsorship space targeting HNW donors seeking more investment flexibility than mainstream DAF sponsors allow.
• Christian Community Foundation: Christian Community Foundation is a faith-aligned community foundation serving Christ-following donors with charitable giving and impact investing services. It is a direct peer because, like Impact Foundation, it serves the faith-driven donor community and offers alternatives to traditional DAF sponsors.

Emerging players

• Calvert Impact Capital: Calvert Impact Capital is a nonprofit community development financial institution (CDFI) that enables impact investing through various structures including donor-advised fund partnerships. It overlaps with Impact Foundation in the impact investing space but focuses more on community development investments rather than faith-driven Kingdom businesses.
• Daffy.org: Daffy is a modern donor-advised fund platform that has disrupted the traditional DAF market with a digital-first, low-fee approach. While Daffy does not focus on impact investing or faith-driven donors, it competes for the same HNW donor-advised fund dollars that Impact Foundation targets and represents the kind of technology-enabled competitor that could pressure traditional DAF sponsors.

Broad incumbents

• Fidelity Charitable: Fidelity Charitable is the largest donor-advised fund sponsor in the United States with over $60B in assets. It is a broad incumbent that serves general HNW donors across all giving motivations and offers traditional grantmaking rather than impact investing. Impact Foundation competes for the same donor-advised fund dollars but differentiates through its faith-driven focus and VC/PE investment capabilities.
• Schwab Charitable: Schwab Charitable is the second-largest donor-advised fund sponsor in the US, with over $50B in assets under management. It serves general HNW donors with traditional grantmaking services and does not focus on faith-driven or impact investing mandates. Impact Foundation competes with Schwab Charitable for donor-advised fund capital but serves a distinct niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Impact Foundation