About CataCap

CataCap is an initiative of Impactree Foundation, sitting within its donor advised fund (DAF) at ImpactAssets (IA) and other DAF sponsors. Our lifelong commitment to making change irresistible and harnessing the transformational potential of the private sector for social change brought us together and underpins our efforts on this project. CataCap and IF are unrelated to IA or other DAF sponsors, other than in their use of DAFs for holding donated assets for the purpose of impact investing and grantmaking. Special thanks to RPCK LLP and Chintan Panchal for supporting CataCap during its startup design phase with legal and compliance advice.

 

Please contact us with any questions, input, or partnership inquiries

Why Use a DAF To Invest in Impact?

If you are investing first motivated by impact, in things you are passionate about to change the world for the better and help people and/or planet, your philanthropic pocket can be very aligned with the value proposition to you (including financially). You can get a full tax deduction this year through utilizing a DAF. And in this way, you don’t need to be an Accredited Investor, much less Qualified Investor (as required for some funds). And it’s very streamlined with no K1s to you, no filing extensions triggered by late K1s and no further tax implications of any kind over the years. And, you can pool together with others to make investment minimums that otherwise would completely exclude many investors.

Why Use This Impact Investing App?

Even if a DAF sponsor allows such impact investing (most do not) at $25,000 or more per investment, the App allows you to deploy into funds and deals at a “micro” level with amounts as little as $250 each. Essentially, the App allows you to diversify into a customized portfolio through a donor account that has a $250 minimum to establish (vs $25,000) and costs roughly the same expense ratio as a $1M DAF doing $100K deals and fund investments.

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