Legal
Disclosures
Important information about Paramount Impact and the educational content on this site.
Organizational status
Paramount Impact is a 501(c)(3) public charity (EIN 99-3609530), headquartered at 4811 E Julep St Ste 110, Mesa, AZ 85205. We file an annual Form 990 with the IRS.
Not legal, tax, or investment advice
Content on this website — including calculators, guides, and articles — is educational only. Paramount Impact advisors are not CPAs, attorneys, or registered investment advisors unless separately engaged in that capacity. Consult your own professional advisors before making gift, tax, or estate planning decisions.
Donor-advised funds
Contributions to a Paramount Legacy Fund are irrevocable. Paramount Impact retains legal control of DAF assets and has exclusive variance power. Grant recommendations are advisory and subject to review for compliance with IRC §4966 and applicable law.
Fiscal sponsorship (Model A)
Fiscal sponsorship arrangements are governed by written agreements. Paramount Impact does not guarantee fundraising results or project outcomes. Sponsored projects operate under our policies, reporting requirements, and disbursement controls.
Calculators
The Impact Calculator and CRT Calculator use simplified assumptions (including an educational §7520 rate reference) and are not substitutes for formal tax computations, actuarial CRT calculations, or investment projections.
Fees
Administrative fees are assessed on accounts under management and are disclosed during onboarding. Paramount Impact does not pay referral fees or commissions to advisors.