The SWAN Impact Donor Advised Fund (DAF) allows you
to support for-profit impact startup companies
by making a charitable, tax-deductible donation.

  • You have the passion to personally invest to make the world a better place.
  • ​You want to give back and support entrepreneurs and businesses aligned with your values.
  • You want to make a contribution to promising enterprises which will move the needle by addressing significant societal or environmental challenges.
  • At SWAN, we share your passion, values, and goals; we are kindred spirits on a shared mission.

Why contribute to the SWAN Impact Donor Advised Fund?

You Support Promising Impact-focused, for-profit Startup Companies with your philanthropic contributions.

  • These companies are focused on making the world a better place, and are working in market segments such as clean technology, healthcare, education access, mental health and diversity, equity and inclusion.

You have a Simple, Peace-of-mind Approach for supporting these startups.

  • Your financial return is an immediate tax-deductible charitable contribution. There is no need to make individual-company investment decisions, or to contemplate the financial risks of early-stage investing.

You Leverage SWAN investors and a leading DAF Administrator, Impact Assets.

  • Investment recommendations are made by SWAN investors, with the help of outside subject matter experts, to Impact Assets, who has $2.2 billion in impact assets under management (as of 5/31/22). After further due diligence, Impact Assets makes the decision to invest.

You help support startup founders who historically have been under-served by investors.

  • The SWAN Impact Network affirmatively supports these founders and to date half of SWAN investments have been with these founders.

You help create a Sustainable Revenue Stream that supports the ongoing work of the SWAN Impact Network, a 501(c)(3) non-profit.

  • The SWAN DAF reinvests returns to amplify its progress.
  • Contributors who make large donations from their personal DAF may request that realized investment returns be returned to their DAF, to support the mission of their personal DAF.

You can become part of a movement to Democratize Impact Investing.

  • The DAF is open to everyone and accepts donations and grants of any size*. It’s a great way for family, friends, and employees to connect, learn and drive progress in areas such as climate, healthcare, financial and educational inclusion.

*minimum donation of $250

We are thrilled to level-up our philanthropy with an impact investment strategy. With SWAN’s DAF, we can invest philanthropic dollars in for-profit startups and generate positive, measurable social and environmental impact alongside a financial return.

Demystifying Donor Advised Funds

What is a DAF?

A Donor Advised Fund is an IRS-recognized giving account which is established as a public charity. A DAF allows donors to make a charitable contribution to the DAF, and receive an immediate tax deduction. Your financial benefit is your ability to declare a charitable donation on your tax return. Investment returns earned by the DAF remain in the DAF until used for a charitable purpose.

How does the SWAN DAF work?

The SWAN DAF invests in impact startups which successfully pass through SWAN Impact Network’s due diligence process. Your donations to the SWAN DAF are deposited at the chartable asset management firm Impact Assets which has over $2B under management.  The SWAN DAF then directs Impact Assets to make the selected investment.

The SWAN DAF can also make charitable grants to non-profits, and will make grants to  the SWAN Impact Network, a 501c3, to cover the costs that SWAN incurs in managing the DAF.

If you donate at least $50,000 to the SWAN DAF from your personal DAF, you have the option to advise which SWAN investments your grant is to be used for, and to optionally request that SWAN DAF earnings from those specific  investments be transferred back to your personal DAF.

Who does what?

SWAN is responsible for recruiting donors, communicating with the donors, and recommending impact investments. Impact Assets holds the SWAN DAF funds, ensures that SWAN DAF’s investment recommendations comply with DAF regulations, tracks investment results, and generates financial reports.

Why Impact Assets?

Impact Assets’ only mission is to support impact and is the only major DAF administrator that allows funds to be invested in private, impact companies. By way of contrast, other DAF administrators, such as Fidelity Charitable, support investment options only in public companies.

The SWAN DAF’s First Investment

The SWAN Impact Network previously invested in Binary Bridge. Binary Bridge provides an electronic medical records (EMR) system optimized for medical mission groups such as Doctors Without Borders and for remote clinics in developing countries, such as in Rwanda. Unlike every other EMR system, their system stays continuously operational even when a clinic loses local AC power and/or access to the internet.

Binary Bridge was founded and is ably led by Lori Most. She has a impressive IT background, cares deeply about Binary Bridge’s impact mission, and in her spare time coaches and plays both rugby and hockey.

The ​SWAN Family offers multiple ways you can join
with us in supporting impact startup companies.

  • The SWAN Impact Donor Advised Fund allows both accredited and non-accredited investors to make philanthropic contributions which are then used by the SWAN DAF to invest in impact companies. You receive a charitable contribution in the current tax year. The SWAN DAF invests in impact companies supported by the SWAN Impact Network. Charitable contributions can be made by anyone, including those who are not SWAN members.  The minimum contribution amount is $250.  For more information on the SWAN DAF, please contact Heather Gilker at heather.gilker@swanimpact.org.
  • The SWAN Impact Network is a group of individual accredited angel investors making direct, personal investments into impact startups.
  • The SWAN Impact Fund is a venture capital fund that provides accredited investors with a hands-off approach to investing in impact startups. Learn more.