We provide philanthropic advisory services and investment vehicles to convert and multiply charitable capital into impact investing.
We partner with Impact Charitable to manage charitable donations on behalf of organizations, families, or individuals through its donor advised fund. A Donor Advised Fund (DAF) is a philanthropic vehicle that is maintained and operated by a 501c3 public charity. All contributions made to a DAF account are tax-deductible. The contribution is then invested into impact portfolios and contributors use that money to grant out to charities of their choice over time. While donors are deciding which great organizations to give to, their money can grow tax free in investment vehicles. While there are many donor advised funds, Impact Charitable is unique in its commitment toward investing donated dollars in alignment with the donor’s charitable purposes to help create the transformation they want to see in the world. Impact Charitable holds its investments in screened or impact-focused investments in both the public and private markets, deploying capital to entities creating meaningful impact across the full spectrum of the US and global economy.