DONOR ADVISED FUND

Making the Most Out of Your Gift

Investors Philanthropic allows you to make the most out of your gift.

How It Works

Become a Member

We will help you create an account to be able to get started with your Donor Advised Fund right away. 

Contribute

Make tax-deductible contributions to your Investors Philanthropic account. Name it what you’d like. You can contribute cash, securities, or other assets based on your preference and financial needs.

Recommend Grants

Once your account is funded, you can recommend grants to qualified charitable organizations.

Track Your Impact

Stay informed about the impact your donations are making through detailed reports and updates.

What is a DAF?

A Charitable giving vehicle that allows a donor to grow their charitable assets tax free while receiving advice on investing and gifting

Market Value Tax Deduction Contributed Assets up to 60% of Adjusted Gross Income

Assets can be Invested & Grow Tax-Free

Client can Grant from their Fund to Charity on their timeline

DAFs versus Foundations

Ready to maximize your impact and simplify your charitable giving?

Take the first step towards creating lasting change