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Thank you for your interest in supporting SOCAP 2026. 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.

Direct donation or Grant from DAF or foundation

Please note: if you are making a personal contribution, you may share this link with your advisor, DAF, or family foundation, and we will coordinate this transaction directly with them on your behalf.

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

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When do you anticipate making this contribution?

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Please select how you would like to make your contribution *Transfer funds from your bank account (Wire/ACH)Send a checkMake a grant from your DAFMake a grant from your foundationGift an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc)Other

Who is the DAF Sponsor? *(e.g. Fidelity Charitable, Schwab Charitable, Vanguard Charitable, etc.)

What is the name of your DAF account?(Note: Your DAF account name is not required, but it helps us ensure timely receipt and processing.)

Foundation Name *

Name of Contact at Foundation

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Would you like us to work directly with your foundation, or coordinate with you? *Work directly with my foundationCoordinate with me

Any asset with established or appraisable value can be donated. Please provide details about your gift to help us facilitate this transaction.

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

Do you own it outright?YesNo

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

Advisor facilitating Contribution

Please note: This charitable program operates as a 501(c)(3) within a fiscal sponsor. We will include the necessary supporting documentation in our follow-up.

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Last Name *

Email Address *

A duplicate receipt or acknowledgment will be sent to this email by default. If you would like to have us send it elsewhere or not send one, please provide instructions:

Phone Number *

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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

Your client’s contact Information is required in order to provide a donation receipt or grant acknowledgement. If they are making a contribution from a DAF or they do not wish to receive a deduction, then you may write in "Anonymous".

Client Name *

Client Email *

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

Street Address *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal Code *

Country *

Contribution Details

Contribution Amount *

Currency

When do you anticipate making this contribution?

Month

Day

Year

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

Please select how your client would like to make their contribution *Wire/ACHCheckMake a grant from their DAFMake a grant from their FoundationGift an asset (stocks, bonds, business interests, real estate, crypto, collectibles, etc.)Other

Who is the DAF Sponsor? *(e.g., Fidelity Charitable, Schwab Charitable, Vanguard Charitable, etc.)

What is the name of their DAF account?(Note: Their DAF account name is not required, but it helps us ensure timely receipt and processing.)

Foundation Name *

Name of Contact at Foundation

Contact Phone Number

Contact Email Address

Would you like us to work directly with your foundation, or coordinate with you? *Work directly with their foundationCoordinate with me

Any asset with established or appraisable value can be donated. Please provide details about your gift to help us facilitate this transaction.

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

Do they own it outright?YesNo

What is the preferred timeline for completing this gift?

Month

Day

Year

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

Corporate Contribution

Please note: This charitable program operates as a 501(c)(3) within a fiscal sponsor. We will include the necessary supporting documentation in our follow-up.

Your Contact Information

First Name *

Last Name *

Email Address *

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

Phone Number *

Company Information

Company 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?

Who is the DAF Sponsor? *(e.g., Fidelity Charitable, Schwab Charitable, Vanguard Charitable, etc.)

What is the name of the DAF account?(Note: Your DAF account name is not required but helps us ensure timely receipt and processing.)

Foundation Name *

Name of Contact at Foundation

Contact Phone Number

Contact Email Address

Would you like us to work directly with your foundation, or coordinate with you? *Work directly with my foundationCoordinate with me

Any asset with established or appraisable value can be donated. Please provide details about your gift to help us facilitate this transaction.

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. *

Foundation Grant

Please note: This charitable program operates as a 501(c)(3) under a fiscal sponsor. We will include the necessary supporting documentation in our follow-up.

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

Any asset with established or appraisable value can be donated. Please provide details about your gift to help us facilitate this transaction.

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

Please note: This charitable program operates as a 501(c)(3) under a fiscal sponsor. We will include the necessary supporting documentation in our follow-up.

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

Providing your client’s contact information is optional but encouraged, as it helps our nonprofit partners recognize and acknowledge their supporters.

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

Any asset with established or appraisable value can be donated. Please provide details about your gift to help us facilitate this transaction.

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. *

Please do not fill in this field.

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Name: Family Office & Private Wealth Legacy Summit 2024
Start: 2024-08-27T00:00:00-05:00
End: 2024-08-28T23:59:59-05:00
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Operating at the intersection of impact investing and philanthropy, LOHAS enables the investment of donor-advised funds, foundation grants, and other charitable contributions into for-profit impact ventures.
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