Estate attorneys
Bequest language, testamentary donor-advised funds, CRT coordination with your documents — not ours as a substitute for counsel.
For advisors
Your clients give. We hold the charity.
Paramount Impact is a 501(c)(3) public charity for estate attorneys, CPAs, and wealth managers. We do not replace your relationship. We do not pay referral fees. We do not charge a fee on a balance sitting in a fund.
CPAs & tax advisors
Gift acknowledgments, Form 8283 donee parts, QCD routing that does not go to a DAF. You own the return.
Wealth managers
Securities transfers and funding at liquidity. We copy you. We do not take the relationship.
How we partner
- No referral fees, finder's fees, or commissions
- No fee on a balance sitting in a fund — public fees are on incoming contributions
- We do not replace your client relationship
- You set communication preferences — we copy you by default
- IRS acknowledgments, 8283 donee forms, transfer confirms
- QCD facilitation that does not route to a DAF incorrectly
The same posted fees your client will see
These are the public fees. A first conversation confirms them. We do not charge a fee on a balance sitting in a fund. We do not pay referral fees.
| Vehicle | To open | On incoming gifts | Notes |
|---|---|---|---|
| Paramount Legacy Fund (DAF) | $0 to open | 1% on incoming contributions | A fund may be opened with no minimum. There is no setup fee. The 1% applies to what comes in. |
| Fiscal sponsorship | $500 start fee | 10% of incoming contributions | The start fee is paid by the project at intake. Sponsored projects operate as programs of Paramount Impact. |
Nothing on this site opens an account by itself. Fees are confirmed in conversation and written into the account or sponsorship agreement.
Introduce a client when you are ready.
A conversation on your timeline. Nothing opens itself. Company matching and CSR are not this page.