Your Most Powerful
Charitable Giving Tool
A Donor-Advised Fund through Investors Philanthropic gives you the flexibility, tax advantages, and personalized service to make your giving as impactful as possible — on your timeline.
What Is a Donor-Advised Fund?
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 is one of the fastest-growing philanthropic tools in America — and for good reason.
When you contribute to your IP Fund, you receive an immediate tax deduction. Your assets are then invested and can grow tax-free while you decide which charities to support. You can recommend grants to qualified nonprofits at any time — there is no rush, no annual distribution requirement, and no administrative burden on your part.
A DAF through Investors Philanthropic may be an ideal choice for donors seeking flexibility and simplicity. While private foundations offer distinct benefits, a DAF provides a streamlined path for achieving charitable impact without the administrative overhead.
Contribute
Make a tax-deductible contribution of cash, securities, or complex assets to your IP Fund. Receive an immediate deduction.
Grow
Your contribution is invested per your preferences and can grow tax-free while you decide which charities to support.
Grant
Recommend grants to your favorite qualified nonprofits on your own timeline. We handle all the administrative work.
Maximize Every Dollar You Give
Understanding the tax implications of your giving is essential. Here is what your IP Fund offers across different asset types.
Cash Contributions
Up to 60% AGIContribute cash and receive an immediate tax deduction of up to 60% of your Adjusted Gross Income.
Securities & Stocks
Up to 30% AGIContribute appreciated securities and potentially eliminate capital gains tax while receiving a fair market value deduction.
Real Estate
Up to 30% AGIContribute real property at fair market value. We accept complex real estate assets that most DAF providers cannot.
Private Companies
Up to 30% AGIContribute interests in private companies, LLCs, or partnerships — a powerful tool for business owners.
Hedge Funds
Up to 30% AGIContribute alternative investments including hedge fund interests and other complex financial instruments.
Other Assets
Up to 30% AGIWe work with your advisors to evaluate and accept a broad range of assets beyond traditional contributions.
* Contributions of appreciated assets may help reduce capital gains exposure, depending on individual circumstances and regulatory consideration. Consult your tax advisor for personalized guidance.
We Accept What Others Cannot
Most DAF providers only accept cash and publicly traded securities. Investors Philanthropic goes further, accepting complex assets that allow high-net-worth donors to maximize their philanthropic impact.
For Financial Advisors & RIAs
Registered Investment Advisors are invited to work with our team to recommend investment strategies consistent with the donor's objectives. We are a partner to your practice, not a competitor.
- Seamless integration with your existing advisory relationship
- Collaborative investment strategy recommendations
- Transparent reporting and communication
- Support for complex asset contributions
- Dedicated relationship management
DAF vs. Private Foundation
Both are powerful philanthropic tools. Here is how they compare so you can make the most informed decision for your giving strategy.
| Feature | IP Donor-Advised Fund | Private Foundation |
|---|---|---|
| Setup Time | Days | Months |
| Administrative Burden | Minimal — we handle it | Significant — staff required |
| Tax Deduction (Cash) | Up to 60% AGI | Up to 30% AGI |
| Tax Deduction (Other Assets) | Up to 30% AGI (FMV) | Up to 20% AGI (cost basis) |
| Minimum Distribution | None required | 5% annually required |
| Privacy | Anonymous giving possible | Public disclosure required |
| Investment Control | Recommend strategy | Full control |
| Excise Tax | None | 1.39% on investment income |
Ready to Open Your IP Fund?
Getting started is simple. Our team will guide you through every step, from account setup to your first grant recommendation.