ICONIQ Impact Portfolios

Determining which causes and nonprofits to support can be a barrier for many philanthropists who wish to give with confidence and find meaning in the process.

Our Impact Portfolios enable donors to customize a portfolio of organizations that can then be managed and monitored by ICONIQ Impact’s advisors—allowing donors to have an impact on the issues they deeply care about without building an in-house philanthropy team.

ICONIQ Impact Portfolios

Determining which causes and nonprofits to support can be a barrier for many philanthropists who wish to give with confidence and find meaning in the process.

Our Impact Portfolios enable donors to customize a portfolio of organizations that can then be managed and monitored by ICONIQ Impact’s advisors—allowing donors to have an impact on the issues they deeply care about without building an in-house philanthropy team.

ICONIQ Impact receives a fee for the creation of the Impact Portfolio and it serves as a philanthropic advisor to the third party sponsoring the Impact Portfolio and receives compensation for its advice.

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ICONIQ Impact, which is an adviser on philanthropic efforts and which does not provide investment advisory services, is a division of ICONIQ Capital, LLC, which is an investment adviser registered with the U.S. Securities and Exchange Commission.

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Trademarks are the property of their respective owners. None of the organizations illustrated have endorsed or recommended the services of ICONIQ Impact.