Donor Advised Fund (DAF) Investment Option
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Oxonian Ventures Fund III is now an investment option for Donor Advised Funds.
Oxonian Ventures now offers Oxonians with a Donor Advised Fund (DAF) a new opportunity to participate in Fund III and support Oxonian founders. Investments may be recommended by donor advisors through ImpactAssets Inc., an established impact investing DAF sponsor, or other DAF sponsors that allow donor-recommended private investments. Future financial returns flow back to the donor's DAF account, where they remain charitable funds that can be redeployed.
ImpactAssets has already completed its investment review of Fund III and offers some key benefits to donors.
Benefits to Donors
• Expedited review since the fund has already been approved
• Experienced impact investing platform
For more information on ImpactAssets DAF investment process, fees, and policies please refer to the
ImpactAssets DAF Investment Overview »
Already Have an ImpactAssets DAF?
If you already have an ImpactAssets DAF the process to invest in Oxonian Ventures Fund III is straightforward:
• Conduct your financial and legal diligence on the Fund.
• Submit an investment recommendation to ImpactAssets.
• Ensure your DAF account has sufficient funds for the commitment.
ImpactAssets performs a brief regulatory review to confirm no prohibited private benefit.
Opening a new ImpactAssets DAF?
If you need to open a new ImpactAssets DAF, the process is typically quick. You can fund the DAF by:
• Contributing assets directly, or
• Recommending a grant from an existing DAF at another sponsor to establish an ImpactAssets DAF
This approach can allow donors to maintain their primary DAF relationship while accessing ImpactAssets’ private investment platform.
Using a Different DAF Sponsor?
Some DAF sponsors allow donor advisors to recommend investments into private funds. However, policies vary significantly by sponsor. Prospective donors should consult their DAF sponsor directly to determine whether this option is available.
Yes, I’m interested in DAF investing
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Questions? Speak with the Fund DAF Team.
If you are interested in exploring a DAF investment into Fund III, the Oxonian Ventures team is happy to discuss your options and help determine the most efficient path, either through ImpactAssets or via your existing DAF sponsor
Please submit the attached form, or reach out directly for a consultation with:
Eric Meissner, Lead, Philanthropic Investing , Oxonian Ventures | eric.meissner@oxonianventures.com