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

  • Client may direct Charitable Gift on Client’s Timeline

  • High Touch Philanthropy

  • Complex Assets Accepted: Real Estate, Private Companies, Hedge Funds, etc.

  • Registered Investment Advisor is Welcomed

  • Far Superior to Private Foundation

  • Lowest Fees

  • Market Value Tax Deduction at 60% AGI for Cash & 30% for all Other Assets (Stocks, Real Estate, Hedge Funds, etc.)

  • Eliminate Capital Gain & Estate Tax

  • Client or Registered Investment Advisor direct Investments

Tax Benefits with Investors Philanthropic:

  • Gift is Tax Deductible up to 60% of Adjusted Gross Income for Cash & 30% for Other Assets (stock, Real Estate, etc.)

  • Market Value of your Gift to your Fund Eliminates Capital Gain & Estate Tax

  • Gifts on Appreciated Securities & Private Equity Funds, Hedge Funds, Private REITS, Private Companies & Purchase Money Secured Notes is at Market Value

  • Five Yeats on Unused Portion exceeding 30% (60% of ash) of your Adjusted Gross Income

Ready to maximize your impact and simplify your charitable giving?

Take the first step towards creating lasting change