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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

Investors Philanthropic VS The Competition

Lower Fees

Tires

First:

Next:

Next:

Next:

Accounts

1 Millions

4 Millions

15 Millions

80 Millions

Competitor fee

1.25%

0.75%

0.50%

0.15%

Our fee

0.30%

0.10%

0.10%

0.01%

Delta

0.95

0.65%

0.40%

0.14%

 

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...