Teach Investment Basics Using Risk-Free Funds
At LOHAS, donor-advised funds (“DAFs”) are family investment education tools, enabling family elders to teach key investment skills while building bridges between generations.
Is There Investment Wisdom You Could Share With The Next Generation?
Could the use of risk-free capital facilitate your real-world investment lessons?
Does leaving a family legacy resonate within your family?
Ready to allow impact investing to build bridges between generations?
Teach Them to Fish, and You’ll Feed Them for a Lifetime
With a LOHAS Donor-Advised Fund, you can create lasting change using your tax-advantaged philanthropic capital.
Due to the risk-free nature of DAF investments, a LOHAS DAF can serve as an ideal investment training ground for children and young adults.
Teach deal sourcing, due diligence, and investment management skills while focusing on social and environmental impact investment areas of particular interest to the younger generation.
There’s no direct financial impact to your portfolio, but the funds are very real to the impact companies, funds, projects, and entertainment productions in which you’re investing.
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.
Unlock family-controlled funds in an existing DAF. Finding an impact investing area on which everyone agrees can build consensus and spur family interaction.
Leave a family legacy while also demonstrating to children, grandchildren, and mentees the power of investment to drive sustainable solutions to society’s biggest challenges.
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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.
