A Smarter Way to Give

Investors Philanthropic (IP) is a 501(c)(3) nonprofit organization that simplifies your charitable giving by establishing your Donor Advised Fund (IP Fund) and helping you manage your contributions to charitable causes that you are passionate about. It starts with a tax-deductible contribution of assets that you can grant on your own timeline to your favorite charities.

At Investors Philanthropic, we understand that each Donor has unique goals and values. That's why we offer a tailored Donor Advised Fund (DAF) that allows you to invest in causes that align with your personal mission.

Competitive Fees |

Eliminate Capital Gain & Estate Taxes |

High-Touch Philanthropy |

Complex Assets Accepted |

Competitive Fees | Eliminate Capital Gain & Estate Taxes | High-Touch Philanthropy | Complex Assets Accepted |

Key Benefits

  • Maximize Your Impact: Investors Philanthropic gives you the opportunity to support charitable organizations and causes that you are passionate about. By aligning your investments with your values, you can make a significant and lasting impact.

  • Tax Advantages: When you contribute to Investors Philanthropic, you will receive immediate tax deductions. This means you can donate to causes you care about while potentially reducing your tax liability.

  • Flexibility and Control: With Investors Philanthropic, you have the flexibility to contribute assets such as cash, securities, or even appreciated assets like stocks or real estate. You can also recommend grants to qualified nonprofits on your own timeline. 

  • Expert Guidance: We believe in the power of collaboration and the importance of catering to your individual needs. That's why we work hand in hand with your wealth management and investment advisory team, ensuring a seamless partnership.