INTERNAL ONLY

We anticipate the list of questions below may be asked of Solution Providers or other team members. Familiarize yourself with this list to help answer questions, but do NOT share this list externally. Thank you!

Portal - Frequently Asked Questions

  • How do I access my account? Navigate to the login page at impactfoundation.my.site.com, or from impactfoundation.org select "My Account" + "Login to your Account".

  • I forgot my password. 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. 

  • I need another Impact Account added to my login profile. Please email your request to your (a?) (Solution Provider?) Impact Foundation representative or directly to portal@impactfoundation.org. Requests must be approved by the primary Donor/Investor associated with the Impact Account.

  • How do I access a Donor/Investor’s account as a Solution Provider? Navigate to the Salesforce organization page associated with the Donor/Investor’s Impact Account. Select [Contacts]. Select the Contact Name that is associated with the role “Recommender” or “Viewer”. Click on the inverted triangle in the top corner of the screen and select [Log in to Experience as User]. 

  • Why am I being charged UBIT (Unrelated Business Income Tax)? 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.

  • Why aren't all my investments displaying on my account? Please confirm that you made the investment through Impact Foundation. If so, you may have invested through more than one Impact Account. Click the drop-down at the top-right of your screen (next to “Logout”) to see if there is another Impact Account associated with your login. If the above does not solve the issue, please reach out to your Solution Provider or portal@impactfoundation.org.

  • Why is my Cash Available less than my Total Cash? 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". 

  • Why do I have an Unfunded Commitment? Our policy is to require drawdown investments to be 100% funded at the time that the commitment is made. In limited cases, we are willing to make exceptions, down to a minimum of 50% of the commitment amount. Once we have made such an exception, we do not increase Committed Cash Held, even if there is available cash in the Impact Account. 

  • One of my debt investments is not valued correctly. The value of a loan is equal to the outstanding balance, which consists of an unpaid principle and any accrued interest. Updates are made on an ongoing basis according to the loan agreement.  If you feel that the value of your loan is not accurate, please reach out to your Solution Provider or to portal@impactfoundation.org.

  • One of my equity investments is not valued correctly. Investments are valued based on their readily determinable or most recently reported fair value, if available, and are otherwise held at cost. If you feel that the value of your investment is not accurate, please reach out to your Solution Provider or portal@impactfoundation.org.