DONOR ADVISED FUND
Making the Most Out of Your Gift
Investors Philanthropic allows you to make the most out of your gift.
How It Works
Become a Donor
We will help you create an account to be able to get started with your Donor Advised Fund right away.
Contribute
Make tax-deductible contributions (to the extent permitted by law) to your Investors Philanthropic account. You can contribute cash, securities, or other assets based on your preference and financial needs.**
Recommend Grants
Once your account is funded, you can recommend grants to qualified charitable organizations.
Track Your Impact
Stay informed about the impact your donations are making through detailed reports and updates.
**Subject to acceptance by Investors Philanthropic, you can contribute cash, securities, or other assets to your Donor-Advised Fund.
What is a DAF?
A Charitable giving vehicle that allows a donor to grow their charitable assets tax free while receiving advice on investing and gifting
Market Value Tax Deduction Contributed Assets up to 60% of Adjusted Gross Income
Assets can be Invested & Grow Tax-Free
Client can Grant from their Fund to Charity on their timeline
