DONOR ADVISED FUND
Optimizing
Impact
Discover the power of Donor Advised Funds with Investors Philanthropic.
Competitive Fees |
Eliminate Capital Gain & Estate Tax |
High Touch Philanthropy |
Complex Assets Accepted |
Competitive Fees | Eliminate Capital Gain & Estate Tax | High Touch Philanthropy | Complex Assets Accepted |
The Investors Philanthropic Difference
Donors may recommend charitable grants at their own pace and in alignment with their giving goals.
High Touch Philanthropy
Complex Assets Accepted: Real Estate, Private Companies, Hedge Funds, etc.
A Donor-Advised Fund (DAF) through Investors Philanthropic may be an ideal choice for donors seeking flexibility and simplicity. While private foundations offer distinct benefits, a DAF can provide a streamlined path for achieving charitable impact without administrative burdens.
Our administrative fees are designed to remain competitive while supporting personalized, high-touch service.
Market Value Tax Deduction at 60% AGI for Cash & 30% for all Other Assets (Stocks, Real Estate, Hedge Funds, etc.)
Contributions of appreciated assets may help reduce capital gains exposure, depending on individual circumstances and regulatory consideration
Registered investment advisors are welcomed to work with our team to recommend investment strategies consistent with the donor’s objectives.