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 SOCAP 2024. 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

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Last Name *

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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

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State/Province

ZIP / Postal Code

Country

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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: *

Contribution Details

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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. *

September 2023
Kauffman Fellows Global Summit 2023

September 9, 2023 - September 15, 2023

Nairobi, Kenya Nairobi, Kenya

Join the LOHAS Partners at the Kauffman Fellows Global Summit from September 9-15, 2023, in Nairobi, Kenya.
October 2023
SOCAP 2023

October 23, 2023 - October 25, 2023

San Francisco, CA San Francisco, CA

Join the LOHAS Partners at SOCAP, October 23-25, 2023, in San Francisco, California.
November 2023
Investor Strategies with Donor-Advised Funds to Create Impact and Returns

November 16, 2023 @ 2:00 pm - 4:00 pm

Virtual Virtual

Join LOHAS Partner for the free webinar "Investor Strategies with Donor-Advised Funds to Create Impact and Returns" on Thursday, November 16 from 12-2 PST hosted by the Seattle Angel Conference.

September 2023

Kauffman Fellows Global Summit 2023

October 2023

SOCAP 2023

November 2023

Investor Strategies with Donor-Advised Funds to Create Impact and Returns

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LOHAS

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