A Smarter Way to Give
Investors Philanthropic (IP) is a 501(c)(3) nonprofit organization that simplifies your charitable giving by establishing your Donor Advised Fund (IP Fund) and helping you manage your contributions to charitable causes that you are passionate about. It starts with a tax-deductible (to the extent permitted by law) contribution of assets that you can grant on your own timeline to your favorite charities.
At Investors Philanthropic, we understand that each Donor has unique goals and values. That's why we offer a tailored Donor Advised Fund (DAF) that allows you to invest in causes that align with your personal mission.
Key Benefits
Maximize Your Impact: Investors Philanthropic gives you the opportunity to support charitable organizations and causes that you are passionate about. By aligning your investments with your values, you can make a significant and lasting impact.
Tax Advantages: When you contribute to Investors Philanthropic, you will receive immediate tax deductions. This means you can donate to causes you care about while potentially reducing your tax liability.
Flexibility and Control: With Investors Philanthropic, you have the flexibility to contribute assets such as cash, securities, or even appreciated assets like stocks or real estate. You can also recommend grants to qualified nonprofits on your own timeline.
Expert Guidance: We believe in the power of collaboration and the importance of catering to your individual needs. That's why we work hand in hand with your wealth management and investment advisory team, ensuring a seamless partnership.
Making the Most Out of Your Gift
How Investors Philanthropic allows you to make the most out of your gift
Become a Donor
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 the extent permitted by law) to your Investors Philanthropic account. 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.
Become a Donor
Contribute
Recommend Grants
Track Your Impact
Stay informed about the impact your donations are making through detailed reports and updates.
We will help you create an account to be able to get started with your Donor Advised Fund right away.
Make tax-deductible contributions (to the extent permitted by law) to your Investors Philanthropic account. You can contribute cash, securities, or other assets based on your preference and financial needs.**
Once your account is funded, you can recommend grants to qualified charitable organizations.
Stay informed about the impact your donations are making through detailed reports and updates.
**Subject to acceptance by Investors Philanthropic, you can contribute cash, securities, or other assets to your Donor-Advised Fund.
What is a DAF?
A charitable giving solution that enables donors to grow their philanthropic assets tax-free while receiving guidance on investment strategy and charitable distributions.
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
The Investors Philanthropic Difference
Our administrative fees are designed to remain competitive while supporting personalized, high-touch service.
Market Value Tax Deduction at 60% AGI for Cash & 30% for all Other Assets (Stocks, Real Estate, Hedge Funds, etc.)
Contributions of appreciated assets may help reduce capital gains exposure, depending on individual circumstances and regulatory consideration.
Registered Investment Advisors are invited to work with our team to recommend investment strategies consistent with the donor’s objectives.
Donors may recommend charitable grants at their own pace and in alignment with their giving goals.
High Touch Philanthropy: In-person check delivery when opportunity permits and highlighting the non-profit for our database.
Complex Assets Accepted: Real Estate, Private Companies, Hedge Funds, etc.
A Donor-Advised Fund (DAF) through Investors Philanthropic may be an ideal choice for donors seeking flexibility and simplicity. While private foundations offer distinct benefits, a DAF can provide a streamlined path for achieving charitable impact without administrative burdens.
The Investors Philanthropic Difference
Our administrative fees are designed to remain competitive while supporting personalized, high-touch service.
Market Value Tax Deduction at 60% AGI for Cash & 30% for all Other Assets (Stocks, Real Estate, Hedge Funds, etc.)
Contributions of appreciated assets may help reduce capital gains exposure, depending on individual circumstances and regulatory consideration.
Registered Investment Advisors are invited to work with our team to recommend investment strategies consistent with the donor’s objectives.
Donors may recommend charitable grants at their own pace and in alignment with their giving goals.
High Touch Philanthropy: In-person check delivery when opportunity permits and highlighting the non-profit for our database.
Complex Assets Accepted: Real Estate, Private Companies, Hedge Funds, etc.
A Donor-Advised Fund (DAF) through Investors Philanthropic may be an ideal choice for donors seeking flexibility and simplicity. While private foundations offer distinct benefits, a DAF can provide a streamlined path for achieving charitable impact without administrative burdens.
Why Choose Investors Philanthropic?
Elevate your impact with Investors Philanthropic
Visual Impact: We understand the power of storytelling. That's why we film and highlight the amazing work of various nonprofit organizations, shining a spotlight on their cause and amplifying their impact. We believe in giving a voice to those who are making a difference in our communities.
Focused Exposure: Our platform is an opportunity for your nonprofit to receive widespread exposure, reaching potential donors and supporters you might not have connected with otherwise. By sharing your mission and your impact through our channels, we help you tap into a larger, more engaged audience.
Personalized White-Glove Service: At Investors Philanthropic, we believe in creating lasting relationships with the nonprofits we support. We don't just wire funds; we like to hand deliver your donations personally when we can, ensuring every grant reaches its destination with a human touch.
Collaboration for Change: We know it takes a village to make a real difference. Therefore, we actively collaborate with a diverse array of local businesses and venues to host benefits for various causes. Together, we generate awareness, gather resources, and foster a sense of community around philanthropy.
Expertise & Trust: With years of experience in philanthropic services, we have the knowledge and expertise to facilitate effective giving. We're committed to transparency and efficiency in every transaction, ensuring your funds are directed precisely where they're needed most
Local Impact, Broad Vision: While we cherish our local areas, our aspirations are not confined to them. By working with us, you join a network of donors and nonprofits that are not only transforming their local communities but also influencing wider trends in philanthropy and social change.
Why Choose Investors Philanthropic?
Elevate your impact with Investors Philanthropic
Visual Impact: We understand the power of storytelling. That's why we film and highlight the amazing work of various nonprofit organizations, shining a spotlight on their cause and amplifying their impact. We believe in giving a voice to those who are making a difference in our communities.
Focused Exposure: Our platform is an opportunity for your nonprofit to receive widespread exposure, reaching potential donors and supporters you might not have connected with otherwise. By sharing your mission and your impact through our channels, we help you tap into a larger, more engaged audience.
Personalized White-Glove Service: At Investors Philanthropic, we believe in creating lasting relationships with the nonprofits we support. We don't just wire funds; we like to hand deliver your donations personally when we can, ensuring every grant reaches its destination with a human touch.
Collaboration for Change: We know it takes a village to make a real difference. Therefore, we actively collaborate with a diverse array of local businesses and venues to host benefits for various causes. Together, we generate awareness, gather resources, and foster a sense of community around philanthropy.
Expertise & Trust: With years of experience in philanthropic services, we have the knowledge and expertise to facilitate effective giving. We're committed to transparency and efficiency in every transaction, ensuring your funds are directed precisely where they're needed most.
Local Impact, Broad Vision: While we cherish our local areas, our aspirations are not confined to them. By working with us, you join a network of donors and nonprofits that are not only transforming their local communities but also influencing wider trends in philanthropy and social change.
The Joy of Giving Webseries
Newport Beach Fire Department Foundation Pickleball Fundraiser Supports First Responders
Investors Philanthropic is recognized as a tax-exempt public charity as described in Sections 501(c)(3) - Internal Revenue Code.
Contact: 949-787-2775
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