1. Make a grant from your donor-advised fund, foundation, or your own funds, recommending an impact investment.
2. Realize Impact does the diligence, reviews the terms, and makes the investment.
3. We donate 99% of the investment returns to your recommended DAF, foundation or other 501(c)(3) nonprofit.

No, you can recommend that we donate 99% of returns to any 501(c)(3) nonprofit (your DAF, foundation or another organization you support). Or you can recommend that we use the returns to make another PHIG, or donate to one of our fiscally sponsored organizations.

While we require that donor-investors recommend upfront where we should send 99% of returns, we realize that sometimes circumstances change. When returns are generated, we always confirm with the donor-investor the details of where they recommended we send them.

For example, if they have moved their donor-advised fund (DAF) to a different DAF sponsor, then we could send returns accordingly.

Yes. If you have another investment recommendation to make, you can save time and effort by simply recommending that we recycle that capital into a new PHIG.

Once the total amount of returns from an investment reaches at least $2,500, we distribute them the following month.

No. As the party making the donation, Realize Impact notifies the DAF sponsor of the incoming grant from us.

Nearly every DAF sponsor we work with accepts third-party donations in connection with a previous grant. Two DAF sponsors have some particular requirements and eligibility criteria: Fidelity Charitable and National Philanthropic Trust. If your DAF is at either of these, contact us for more info.

No. Realize Impact is not a DAF sponsor and does not manage donor accounts.

If you don’t want returns sent to your DAF, foundation, or another 501(c)(3), we ask that you recommend another PHIG, recommend that we donate the returns to one of our fiscally sponsored organizations, or recommend that Realize Impact uses the returns to support our operations.