A Smarter Way
to Give.
Investors Philanthropic simplifies your charitable giving by establishing your Donor-Advised Fund and helping you manage contributions to the causes you are passionate about — with the personal touch that sets us apart.
Key Benefits
We offer a tailored Donor-Advised Fund that allows you to invest in causes that align with your personal mission — with advantages that go far beyond the transaction.
Maximize Your Impact
Align your investments with your values. Support the charitable organizations and causes you are passionate about, creating a significant and lasting difference.
Tax Advantages
Receive an immediate tax deduction when you contribute to your IP Fund. Donate to causes you care about while potentially reducing your tax liability.
Flexibility & Control
Contribute cash, securities, or appreciated assets like stocks and real estate. Recommend grants to qualified nonprofits entirely on your own timeline.
Expert Guidance
We work hand-in-hand with your wealth management and investment advisory team, ensuring a seamless partnership tailored to your individual needs.
Making the Most Out of Your Gift
Four simple steps to transform your generosity into lasting impact.
Become a Donor
We help you create an account to get started with your Donor-Advised Fund right away. The process is simple, personal, and guided every step of the way.
Contribute
Make tax-deductible contributions to your IP account. You can contribute cash, securities, or other assets based on your preference and financial needs.
Recommend Grants
Once your account is funded, recommend grants to qualified charitable organizations that align with your mission — on your timeline, not ours.
Track Your Impact
Stay informed about the difference your donations are making through detailed reports, updates, and our unique nonprofit spotlight coverage.
A Charitable Giving Solution Built for You
A Donor-Advised Fund (DAF) is a charitable giving vehicle that enables donors to grow their philanthropic assets tax-free while receiving guidance on investment strategy and charitable distributions.
It starts with a tax-deductible contribution of assets that you can grant on your own timeline to your favorite charities. Your assets can be invested and grow tax-free while you decide where to direct your generosity.
Elevate Your Impact
While others process transactions, we build relationships. Here is what makes Investors Philanthropic categorically different.
Visual Impact
We film and highlight the amazing work of nonprofit organizations through our Joy of Giving webseries, amplifying their cause and giving voice to those making a difference.
White-Glove Service
We don't just wire funds — we hand-deliver donations personally when we can, ensuring every grant reaches its destination with a human touch.
Complex Assets Accepted
Real estate, private companies, hedge funds, and more. We handle what most DAF providers cannot, maximizing your giving potential.
Advisor Collaboration
Registered Investment Advisors are invited to work with our team to recommend investment strategies consistent with the donor's objectives.
Focused Exposure
Our platform gives nonprofits widespread exposure, reaching potential donors and supporters they might not have connected with otherwise.
Community Collaboration
We actively collaborate with local businesses and venues to host benefits for various causes, fostering a sense of community around philanthropy.
Nonprofit Spotlight
Serving Those Who Serve: Inside the Newport Beach Fire Department Foundation
The Joy of Giving spotlight: Serving Those Who Serve: Inside the Newport Beach Fire Department Foundation. Watch the full video to learn how this organization is making a difference in the community.
The Tragedy that led SuperLawyer Robert Shapiro to Launch a NonProfit that changed Hundreds of Lives
The Joy of Giving spotlight: The Tragedy that led SuperLawyer Robert Shapiro to Launch a NonProfit that changed Hundreds of Lives. Watch the full video to learn how this organization is making a difference in the community.
Pickleball + Philanthropy - Meeting of the Baller Fund in Newport Beach
The Joy of Giving spotlight: Pickleball + Philanthropy - Meeting of the Baller Fund in Newport Beach. Watch the full video to learn how this organization is making a difference in the community.
Giving is More Than a Transaction
At Investors Philanthropic, we cherish our local communities while pursuing broad philanthropic vision. By working with us, you join a network of donors and nonprofits transforming communities and influencing wider trends in social change.