The LOHAS Team

Thank you for your interest in supporting Donor-Advised Funds as Impact Investing Tools for Financial Advisors. Our team is available to facilitate your contribution. To ensure efficient processing and to provide the appropriate tax receipt or acknowledgment, please complete the form below and we will follow up shortly with detailed instructions.

Please choose the appropriate option for your contribution: *I am an individual or family member making a direct donation or contribution from my donor-advised fund (DAF) or family foundation.I am a financial advisor or legal representative facilitating a charitable contribution on behalf of a client or their DAF or foundation.I represent a corporation or other for-profit organization making a charitable contribution.I represent a foundation or other tax-exempt entity making a grant.I work for a DAF sponsor making a contribution from a donor account.

Foundation Grant

Your Contact Information

First Name *

Last Name *

Email Address *

Acknowledgement will be sent to this email by default. If you would like to have it sent elsewhere, please provide instructions:

Phone Number *

Foundation Information

Foundation Name *

Website *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Phone Number

Does your organization use a DBA, or is there another name that could show up on your check or wire? *YesNo

Please provide the organization's DBA or alternate name: *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Is there any additional information that you would like to include about this contribution?

Please select how your organization would like to make its grant *Wire/ACH (preferred option)CheckTransfer an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc.)Other

What is the asset that you are looking to donate? *

Do you own it outright?YesNo

What is the approximate value?

What is your preferred timeline for completing this gift?

A variety of different platforms and approaches are used to contribute funds. Please provide details about your preferred approach. *

DAF Grant

Your Contact Information

First Name *

Last Name *

Email Address *

Acknowledgement will be sent to this email by default. If you would like to have it sent elsewhere, please provide instructions:

Phone Number *

DAF Sponsor Information

DAF Sponsor Name *

Website *

Street Address

Apartment, suite, etc

City

State/Province

ZIP / Postal Code

Country

Phone Number

Does your organization use a DBA, or is there another name that could show up on your check or wire? *YesNo

Please provide the organization's DBA or alternate name: *

Client Information

Client Name

Client Email

DAF Account Name *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Is there any additional information that you would like to include about this contribution?

Please select how your organization would like to make its grant *Wire/ACH (preferred option)CheckTransfer an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc)Other

What is the asset that you are looking to donate? *

Do you own it outright?YesNo

What is the approximate value?

What is your preferred timeline for completing this gift?

A variety of different platforms and approaches are used to contribute funds. Please provide details about your preferred approach. *

Donor-Advised Funds as Impact Investing Tools for Financial Advisors

by The LOHAS Team | Dec 4, 2023 | Thought Leadership

Your clients now have an opportunity to use donated funds to support for-profit ventures established to achieve sustained positive change in issues of social and environmental concern. At LOHAS, donor-advised funds (“DAFs”) are retooled to be impact investment...

Donor-Advised Funds as Family Investment Education Tools

by The LOHAS Team | Nov 28, 2023 | Thought Leadership

Donors now have an opportunity to use donated funds to support for-profit ventures established to achieve sustained positive change in issues of social and environmental concern. At LOHAS, donor-advised funds (“DAFs”) are retooled to be impact investment vehicles,...

Investing in Social Impact Entertainment Using DAF Funds

by The LOHAS Team | Nov 21, 2023 | Thought Leadership

Have you ever dreamed of being recognized as a producer of a movie or other production? Donors now have an opportunity to do so by using donated funds to support socially and environmentally impactful entertainment productions that align with their values. Unlock Your...

Impact Investing with a DAF for Corporations

by The LOHAS Team | Nov 16, 2023 | Thought Leadership

For corporations seeking to make social or environmental impact investments and tell a better ESG story to bolster their brand and align better with customer and stakeholder demands, LOHAS donor-advised funds (“DAFs”) provide greater flexibility than a corporate...

Acknowledging the Great Work of Black Fund Managers and Organizations Supporting Diversity Initiatives

by The LOHAS Team | Jun 14, 2023 | Company News, Press Releases

TULSA , OK, USA, June 15, 2023 /EINPressWire/ — On this Juneteenth, LOHAS would like to salute some of its many clients that are supporting Black investment fund managers, causes that empower Black and diverse communities, and entertainment productions highlighting...