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Donor-Advised Fund (DAF) Overview
Our Donor-Advised Fund structure allows individuals, families, and businesses to contribute capital into a centralized philanthropic vehicle while retaining advisory input on how funds are distributed.
Purpose of the DAF
The DAF allows donors to contribute assets, receive immediate tax benefits (subject to applicable laws), and recommend grants to vetted nonprofit partners within our impact network.
1
Streamline charitable giving
2
Maximize tax efficiency
3
Simplify complex charitable planning
Transparency & Reporting
We are committed to measurable impact.
2021 IRS Form 990
2022 IRS Form 990
2023 IRS Form 990
2024 IRS Form 990
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Ready to structure your giving with purpose?
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Ready to structure your giving with purpose?
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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