Become a Donor Capitalist
Don’t be constrained by your current donor-advised fund sponsor. Pursue fun and meaningful impact investments of your choice using a LOHAS DAF.
Ready to Experience True Flexibility Investing with your Donor-Advised Fund?
Concerned that your DAF funds are invested in mutual funds operated by your DAF sponsor and invested in companies that operate in contradiction of your values?
Have you explored other DAF sponsors to do impact investing but do not want to be limited by pre-approved investment options or high minimum investment amounts?
Did you know that your tax-deductible DAF contributions could be invested in your friend’s social enterprise or a compelling social impact entertainment production of your choice?
A Simple, Effective Path to Become an Impact Investor
With a LOHAS Donor-Advised Fund (“DAF”), you can create lasting change using your tax-advantaged philanthropic capital.
Unlock your charitable donations and define the type of lasting social or environmental impact you want to make. You decide, we facilitate.
The LOHAS team is your impact advocate. We work with you to review investment options that reflect your specific interests and passions.
It doesn’t matter where your DAF is currently housed. LOHAS will free those funds and allow you to use that capital to pursue the impact investments of your choice.
Make Your Impact Now
Whether your charitable donations are sitting in a DAF at a financial institution (such as Fidelity, Schwab, or Vanguard) or you need to set up a new DAF, LOHAS will help you take meaningful action to invest your tax-deductible philanthropic capital and create lasting change.
With a LOHAS DAF You Can…
Invest in themes like education, climate, health, or diversity. You decide. LOHAS doesn’t limit you with pre-approved investment options or minimum investment amounts.
Pursue early stage, high risk social and environmental impact investments without a concern because you’re using risk-free capital that you’ve already set aside.
Experience the true potential of your DAF, and put the “A” back in DAF by exercising your advisory rights as a donor capitalist.
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Curious about a DAF? Contact us to learn more.
Whether your charitable donations are sitting in a DAF at a financial institution (such as Fidelity, Schwab, or Vanguard) or you need to set up a new DAF, LOHAS will help you take meaningful action to invest your tax-deductible philanthropic capital and create lasting change. .
The LOHAS team is here to help. Contact us today to learn more.