FOR FINANCIAL ADVISORS

A charitable giving opportunity

for your DAF clients.

We are not asking you to recommend a security. We are sharing a charitable giving pathway your clients may find as meaningful as we do.

FOR YOUR CLIENTS

Personal — A meaningful way to deploy idle DAF assets into a cause they care about deeply.

Renewable — If Cancer Fund I generates returns, those returns flow back to ImpactAssets as charitable assets, which may support additional grants from the CFC-DAF without requiring new donor contributions.

Trustworthy — Administered by ImpactAssets, a 501(c)(3) public charity. Aligns with UN SDG 3: Good Health and Well-Being.

FOR YOU AS THEIR ADVISOR

No compliance burden — Your client makes a charitable grant, not a securities transaction through you.

Deepen relationships — 5–6 of every 100 clients are cancer survivors; double that with caregivers. Most advisors haven’t given them a way to act.

Attract, engage, and retain mission-aligned clients — 18.6M cancer survivors in the US, projected to reach 26M by 2040.

Drive retention — DAF donors show 13-point higher retention rates than non-DAF donors. (2025 DAF Fundraising Report)

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