What’s the minimum account balance needed to participate in the Platform?
The minimum investment in any fund on the Platform is $25,000. However, accounts will need to maintain an adequate balance, in addition to the assets invested in the Platform, to meet minimum grant making requirements and pay administrative fees. The additional balance required will be determined on an account-by-account basis and will vary depending on the account size, the terms of the investment mix chosen and individual Donor Advisor grant-making plans.
