For Advisors

Advisors

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We work with Certified Public Accountants, Registered Financial Advisors, Tax & Estate Lawyers, Sports & Talent Agents, Public Relations Firms, & Investment Bankers & other Advisors who want to optimize their client’s strategic giving & philanthropic opportunities.

 

Advisors who collaborate with Investors Philanthropic:

  • Become Members of The Joy of Giving Advisors Circle​

  • Listing on Investors Philanthropic Website & Digital Magazine

  • Featured Appearance in an Episode of The Joy of Giving Youtube Series​

  • Invitations to Investors Philanthropic Funds, Events, & Seminars 

Gifting Due Diligence 

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In Addition to Other Resources, Donor Advisors should review Prospective Charitable Gifts on www.Guidestar.org which Offers the Following Information on a 501 ( c) (3) Nonprofit:

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  • Organization Summary: Contact Information, Physical Address, Cause Area & Mission

  • Programs: What the Organization's Current Programs, How the Organization Measures Success & Who the Programs Serve

  • Financials: Revenue (Form 990), total Contributions, Program Service Revenue, Total Expenses, Accounting Fees, Legal Fees, Total Assets, Cash & Equivalent & More

  • Operations: Number of Employees, Cause Area, Sub-Cause Area, IRS Subsection, IRS Form Type & More

Any requested gift from a Donor Advisor must be to a 501 (c) (3) in good standing.

Advisor Circle

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Advisors who become a collaborator with Investors Philanthropic become members of the Philanthropic Advisors Circle & receive.

  • The advantage of networking & learning from other Advisors & our Distinguished Advisory Board​

  • Invitations to Investors Philanthropic Fund’s sponsored events & seminars

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  • Advisors & firm listed on our website, magazine (print & digital), internet & television programs in the Advisor Circle section

Tax Benefits

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Our Fees: 

  • First $0.50 Million - 0.60%

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  • Next $0.50 Million - 0.30%

  • Next $49 Million - 0.10%

  • Over $50 Million - 0.01, $15 Minimum Monthly Charges Gift To Open Donor-Advised Fund, $50,000 Minimum Bal. Gift to Open Sponsor-Advised fund $1000

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