Advisors

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 can obtain for their clients:

  • The Joy of Giving
  • The  most cost effective option
  • Market value tax deduction on appreciated assets including public securities and approved Real Estate.Digital Currency: such as Bitcoin, Litecoin, Ripple subject to an agreement for immediate liquidation by Coinbase or Bitpay. Private REITS, private equity fund, hedge funds & private mirror companies that have annual cash distributions or an equity event on the horizon–eliminating capital gain tax
  • Consolidation of client’s Charitable Giving into one account for better record keeping & budgeting
  • No Minimum Annual Gift Requirement of income on your Fund, which allows larger future gifting & flexibility income Tax Free
  • Reduce estate taxes
  • Establishment a Giving Legacy for causes your client & their families cherish
  • Positive client Name recognition & association

Due Diligence

Donors & /or their Advisors bear the responsibility to research charities to support to ensure they meet their missions & allow for 100% tax-deductible gifts. Investors Philanthropic will do due diligence on non-profits client’s wishes to support & take that obligation out of the Advisors hands. Our grants team manages the review & distribution process for Advisors & their clients.

Investors Philanthropic abides by IRS guidelines requiring all charitable dollars to be used to advance the public good. Our grants team follows a set process to review & approve recommended non-profits.

Approval

Investors Philanthropic takes our grant approval process seriously to protect the tax deductions & philanthropic intentions of our donors, as well as our standing with the IRS.

Advisor Circle 

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