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
In Addition to Other Resources, Donor Advisors should review Prospective Charitable Gifts on which Offers the Following Information on a 501 ( c) (3) Nonprofit:
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.
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
Advisors & firm listed on our website, magazine (print & digital), internet & television programs in the Advisor Circle section
First $0.50 Million - 0.60%
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