Knowledge for
Smarter Giving
Everything you need to understand Donor-Advised Funds, maximize your philanthropic impact, and make informed giving decisions.
DAF Fundamentals
A complete guide to understanding Donor-Advised Funds — how they work, their benefits, and how to get started.
Learn MoreTax Planning Guide
Understand the tax implications of different contribution types and how to maximize your deductions.
View GuideFor Advisors
Resources specifically designed for financial advisors and RIAs who want to integrate philanthropic planning.
Advisor ResourcesFAQs
Answers to the most common questions about Investors Philanthropic, DAFs, and the giving process.
View FAQsA Philanthropic Partner for Your Practice
Investors Philanthropic is designed to complement your existing advisory relationships. We are not a competitor — we are a specialized philanthropic partner that helps you deliver more comprehensive service to your clients.
By integrating philanthropic planning into your practice, you can help clients achieve their charitable goals while potentially improving their overall tax efficiency and wealth management strategy.
Partner With UsCollaborative Investment Strategy
Work with our team to recommend investment strategies consistent with your client's objectives and risk tolerance.
Complex Asset Expertise
We handle the complexity of accepting and liquidating non-cash assets, making it easier for you to facilitate larger charitable contributions.
Transparent Reporting
Access detailed reporting on your clients' IP Fund activity, grants, and impact to keep your advisory relationship fully informed.
Dedicated Support
A dedicated relationship manager who understands your practice and your clients' philanthropic goals.
Frequently Asked Questions
Everything you need to know about Investors Philanthropic and Donor-Advised Funds.
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