Name: Investor Strategies with Donor-Advised Funds to Create Impact and Returns
Start: 2023-11-16T14:00:00-06:00
End: 2023-11-16T16:00:00-06:00
Location: Virtual

Thank you for your interest in supporting Investor Strategies with Donor-Advised Funds to Create Impact and Returns. 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

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DAF Grant

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Apartment, suite, etc

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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. *

This event has passed.

Date
November 16, 2023Location
Virtual,

Website
View Events Website

Event Description

In order to be an Angel Investor, an individual has to be accredited. This is a limit built into federal law that is based on wealth. However, if you intend to build your investor muscles and you have a mission to make the world better, you can use a tool called Donar Advised Funds to create your own Venture Capital Fund, which invests in For-Profit companies that address the issue you are trying to fix.

This allows anyone to contribute to investing in startups that address the world’s social or ecological problems.

About Our Speaker

With extensive experience in the environmental and social impact sectors serving in strategy, business development, company funding, and project financing roles, Rick Davis’ professional career spans legal, technology, financial, and entrepreneurial pursuits, with leadership roles in venture-backed and publicly traded companies advising CEO’s, developers, and governments around the world. As Managing Partner of LOHAS, Rick supports investors and donors to catalyze the flow of capital to socially and environmentally impactful funds, companies, projects, and entertainment productions and delivers structures and strategies that help convert philanthropic contributions into tax-advantaged impact investments.