Impact Account Portal

f you’ve previously activated your Impact Account in the portal:

1. Click here to log in

2. Click on Documents, on the navigation menu, to locate your statement.  

If you haven’t activated your account:

1. Click here or visit impactfoundation.my.site.com

2. Click “Forgot your password? Or first time logging in?”

3. Type in your user name (the address to which this email was sent) and hit “Reset Password” button.

4. Check your email for the instructions on how to access your account.

5. If you don’t see an email, check your spam folder.

Navigate to the login page at impactfoundation.my.site.com and select "Forgot your password?" Enter the username associated with your account (which is most likely your email address) and select "Reset Password". Reset instructions will be emailed to the email address associated with your account. 

Please email your request to portal@impactfoundation.org. Requests must be approved by the primary Donor/Investor associated with the Impact Account.

Even though an organization is recognized as tax exempt, it still may be liable for tax on its unrelated business income. Generally, a charity must pay taxes on its income from a business that is not closely related to its mission (for example, a Christian school operating a dry-cleaning business). We deploy a variety of strategies to avoid or limit the amount of UBIT tax payable:

1. Anything closely related to Impact Foundation's charitable purpose, known as a Program Related Investment, is generally free from UBIT, and;
2. Impact Foundation's investment losses can offset investment income, and;
3. Impact Foundation's trust structure allows us to benefit from tax deductions for the grants we make to other charities.

As a result, our effective tax rate will generally be much lower than what a traditional investor would pay on the same income.

This is likely due to one or more subscription-based investments. Your account may have outstanding commitments to invest that have not yet been “called” by the company or investment fund. To view your outstanding commitments, navigate to "Portfolio" + "Committed".

In most cases the Cause or Industry of an investment has been determined in consultation with the Portfolio Company. We periodically review these classifications to ensure accuracy. If you have questions about a specific company or investment, please email:  portal@impactfoundation.org, or call 1-929-4-IMPACT.

Impact Foundation does not publish a list of companies and funds that are open to new investments, but our Solution Providers would love to talk this through with you. Additionally, we have organized investments on the "Explore" page by investment date with the most recent investments listed first. This may provide an indication of which investments are currently raising capital.

Here are some suggestions to try, however we're happy to discuss with you:

1. Please ensure you're viewing the correct Impact Account. Some Donor/Investors have more than one. Go the white field in the top right of the nav (next to Logout) and click on the downward arrow/carrot. If you have more than one account it will be listed and you can toggle between the two.
2. Please ensure you’ve selected the appropriate time period on the "Portfolio" page. Under the blue Account Summary bar you can choose between different time periods.
3. Is an investment you expected to see not visible? First, make sure you invested through Impact Foundation, if you need further help, please contact us.

Your Solution Provider or our portal team are happy to answer any questions. Contact us at 1-929-4-IMPACT or portal@impactfoundation.org.

We anticipated a few places where key terms and definitions could be beneficial.  Look for the blue type and question mark:  ? SEE DEFINITIONS and click the text for a pop up box to display. (For example on the Portfolio page above the CAUSE pie chart and other locations.) We hope these are helpful, however, we're happy to discuss further with you. Please contact your Solution Provider or our portal team at portal@impactfoundation.org or 1-929-4-IMPACT.

To recommend a new investment, please contact your Impact Foundation Solution Provider or submit the information on this form.

You can recommend a grant directly through your Impact Account Portal. Navigate to "My Account" > "Funding" > "Grant Funds" and complete the form with the recipient charity’s information. All grants must be made to organizations recognized as tax-exempt public charities under IRS rules. For further assistance, please contact your Impact Foundation Solution Provider or email portal@impactfoundation.org.