The Next Generation of Impact
Aligning Philanthropy and Finance for Maximum Benefit
Persistent Problems Require Innovative Solutions
If you would like to change the world for good and want your philanthropic contributions to be better deployed toward your impact priorities – instead of sidelined undeployed in a donor-advised fund or other passive philanthropic allocation – LOHAS’ innovative approaches will help you leverage your philanthropic contributions to meet your goals more effectively.
LOHAS enables parties to utilize donated funds as investment capital in for-profit impact investing opportunities (no matter the cause, investment type, or amount being invested) to help solve important social and environmental problems through tax-advantaged structures designed to maximize the benefits for all.
Some of Our Clients’ Meaningful Missions
Not Your Parents’ Charity
REAL, SUSTAINABLE IMPACT
LOHAS is a team of experienced impact investment professionals who offer tax-deductible pathways through Impact Investing and Impact Fundraising to achieve greater outcomes with sustainable models. Dedicated to supporting and enabling for-profit impact investing, LOHAS believes these types of innovative investment structures are best suited to solve the social and environmental problems we face as compared to the traditional nonprofit donation model or traditional investing, and we deliver tools and strategies to make the dual priorities of wealth creation and impact stewardship achievable. LEARN MORE ABOUT US
Most donor-advised funds (“DAFs”) don’t allow donors to invest their funds in for-profit impact ventures (or in the entity and amounts of their choice). Funds are normally dispersed as generalized charitable donations, which may help with immediate challenges but will not support specific sustainable solutions. LOHAS empowers donors to use their tax-deductible funds as they wish to achieve sustained positive change in issues of social and environmental concern. LEARN MORE
Through the LOHAS Fiscal Sponsor Program (“FSP”), impact ventures may immediately take in investment capital via tax-attractive donations from a variety of contributors while also ensuring that the expanded fundraising story is developed and shared in the most compelling manner. Whether you’re an impact fund, company, project, or social impact entertainment production focused on delivering positive social or environmental change, LOHAS delivers alternative investment structures and strategies to accelerate the flow of capital to your impactful pursuits. LEARN MORE
LOHAS supports the impact investing needs of investors and their advisors, helping develop or evaluate: market trends (to educate and determine optimal areas of focus); portfolio strategy (to set the direction for the initiative); investment types (to establish parameters for deal identification); and alternative investment strategies (to leverage overlooked or under-utilized resources more effectively).
With LOHAS, I created a fund focusing on providing quality resources to remote areas. – Philip T.
I’m interested in expanding diveristy in the workforce – LOHAS helps me support that. – Margaret W.
I have fought for the environment for many years. I’m happy that my wealth is invested in the causes I care about most. – John S.
Have lots of questions about impact investing or impact fundraising? You’ve come to the right place.
- Does LOHAS work with investment, wealth, and tax advisors to support clients’ impact investing through donor-advised funds?
- If I already have a private foundation, can I still set up a DAF?
- Can investors/donors in a LOHAS fiscal sponsor program (FSP) obtain financial returns?
- Can the FSP also issue grants or serve other charitable purposes beyond just investing in an impact venture?