Help Your Clients Pursue Their Passions
As Financial Advisors, your clients now have an opportunity to use donated funds to invest in for-profit social and environmental impact ventures to achieve sustained positive change in their key areas of concern.
Are Your Clients Demanding More Impact Investment Options?
Want to improve client retention by allowing clients to pursue their social and environmental impact interests?
Can you expand your practice or rejuvenate revenues by adding a new offering to your portfolio of services?
Interested in being their hero by providing clients with a new way to invest philanthropic funds without impacting their portfolio assets under management?
A Simple, Effective Path to Satisfy the Demands of Clients and the Next Generation
With a LOHAS Donor-Advised Fund (“DAF”), your clients can pursue their passions using tax-deductible, philanthropic capital.
LOHAS is not an RIA, wealth manager, or financial advisor but rather offers non-competitive solutions to help with your client retention and revenue rejuvenation.
The LOHAS team can provide expert guidance and support your clients’ impact investing interests without utilizing their portfolio assets under management.
There’s no direct financial impact to your clients’ portfolios, but the funds are very real to the impact companies, funds, projects, and entertainment productions in which they’re investing using their LOHAS DAF.
Make Your Impact Now
Whether your clients’ charitable donations are sitting in a DAF at a financial institution (such as Fidelity, Schwab, or Vanguard) or they need to set up a new DAF, LOHAS will help them take meaningful action to invest their tax-deductible philanthropic capital and create lasting change.
With a LOHAS DAF You Can…
Invest in themes like education, climate, health, or diversity. They decide. LOHAS doesn’t limit them with pre-approved investment options or minimum investment amounts.
Scratch that impact investing itch without utilizing funds slated for other areas, satisfying all parties and maximizing both impact achieved and financial returns.
Leave a family legacy while finding an impact investing area on which everyone agrees, building consensus and spurring family unity through sustained accomplishment.
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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.