WHY YOU NEED A DAF
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What is Impact Investing?
An impact investment is a direct contribution to a company or organization that is intended to generate positive, measurable social or environmental impacts as well as a financial return. Another type of impact investment is a contribution to a private fund with an investment thesis focused on improving the local communities and beyond. Recoverable grants, private equity and venture philanthropy funds are also impact-investing strategies that donors may recommend for their donor advised fund assets.
Impact Investing
Investors Philanthropic will determine, on a case-by-case basis, which type of investment is appropriate for each investment recommendation. A number of factors are considered, including expectations of financial return, direct or indirect impact, liquidity, risk, and whether the underlying company or project might have a difficult time raising money from non-philanthropic sources.
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Fund VS Foundation - Know the difference
Only 9 key metrics Substantial in the head-to-head matchup.
Start-up cost
Tax deduction limits
(for gifts of cash)
YOUR IP FUNDS
None
60% of adjusted
gross income
FOUNDATIONS
Legal & other substantial fees
30% of adjusted
gross income
Flexible Investing
Collaboration with your Registered Investment Advisor, Tax & Estate Lawyer, CPA, Sports & Talent Agent, Public Relations Firm, Investment Banker & other Advisor who want to optimize your strategic giving & philanthropic opportunities is embraced by Investors Philanthropic.
Flexible Giving
We will accept tax deductible gifts of Real Estate, Private Reits, Hedge Funds, Interests in Partnerships & Private Companies & even Bitcoin approval which together with our Low Fees and Flexible Investing differentiates Investors Philanthropic from our competition.
What Are Your Tax Benefits?
Gift to Your Fund
Eliminates Capital Gain
Reducing Estate Tax
Tax Deductible up to 60% of Adjusted Gross Income for Cash & 30% for Other Assets.
(Stocks, Real Estate, etc.)
Market Value of your Gift to your Fund Eliminates Capital Gain & Estate Tax
Family Legacy
Family Benefits
Give only your fund's income & create a vehicle to involve generations of your family in the Joy of Giving
Gift Naming
From Plaques to Model Agreements, Enhance & Naming Opportunities. IP has Experience to make sure the Legacy of your family...