Donors now have an opportunity to use donated funds to support for-profit ventures established to achieve sustained positive change in issues of social and environmental concern. At LOHAS, donor-advised funds (“DAFs”) are retooled to be impact investment vehicles, allowing individuals and families to become their own impact venture capitalists.
UNLOCKING THE INVESTMENT POTENTIAL OF DONOR-ADVISED FUNDS
Unlike most DAF sponsors that limit donors to making grants to nonprofits, or the handful of DAF sponsors that permit donors to do impact investing with their DAFs but restrict those activities with investment minimums or a pre-determined list of approved recipients, LOHAS has unlocked the world of DAF impact investing by encouraging donors to invest in what makes the most sense for them, structured as desired, and in the amounts they deem appropriate to achieve their strategic social and environmental impact goals.
IS A LOHAS DONOR-ADVISED FUND A GOOD FIT FOR YOU?
Q: Do you want just to “set and forget” your DAF and leave it in passive investments in pre-determined mutual funds, etc.?
A: Then, No, a LOHAS DAF is not for you. Please stay at Fidelity, Schwab, or Vanguard.
Q: Are your social and environmental impact interests limited to a single charity?
A: Then, No, use the DAF of your preferred nonprofit and allow all of your donations to flow to that specific charity.
Q: Do you recognize the power of social enterprise to change the world, and do you want to use donated capital to orchestrate that change by investing your DAF funds in impactful companies, funds, projects, and productions of your choice?
A: Then, Yes, a LOHAS DAF is for you.
Q: Have you wanted to do more impact investing? Are you uncertain about how and where to invest? Are you interested in risk-free donated capital as a way to test the impact investment waters?
A: Then, Yes, a LOHAS DAF is for you.
Q: Do you foresee donating not only cash to your DAF but potentially also cryptocurrency or other non-fiat currencies, real estate, stocks, bonds, privately held business interests, collectible art, or anything with an appraisable value?
A: Then, Yes, a LOHAS DAF is for you.
Q: Do you already have a DAF but feel like your DAF sponsor’s rules handcuff your ability to maximize your tax-advantaged impact?
A: LET US SHOW YOU HOW TO TRANSFER YOUR DAF FUNDS.
Q: Are you interested in opening a Donor-Advised Fund and making your own impact investments?
A: LET’S GET YOUR DAF SET UP TODAY.
HOW DOES LOHAS HELP?
The LOHAS team of professionals provide:
- Hands-on support setting up or transferring your DAF
- Guidance in establishing your impact investing strategy
- Deal sourcing and analysis to satisfy investment goals
- Ongoing performance reporting and investment support
- Fees paid only from DAF funds
LOHAS actively advises donors about impact investing and helps enable investment strategies that are designed to make a measurable and sustainable difference. LOHAS supports individuals and families as well as CORPORATIONS and FINANCIAL ADVISORS.
For families that want to introduce their youngest generations to impact stewardship, LOHAS also helps clients utilize DAFs for INVESTMENT EDUCATION ONBOARDING.
LOHAS DAF ADVANTAGES
Whether you are an individual looking to become your own impact venture capitalist or the office helping a family to create a lasting legacy, a LOHAS donor-advised fund has many advantages:
- An immediate tax deduction within the year the contribution is made
- A greater tax deduction threshold, no distribution minimums, fewer tax and reporting requirements, and a greater degree of privacy than is available through a private foundation
- A simple way to offset your tax bill using non-cash donations such as accreted stock ownership, real estate holdings, or cryptocurrency
- The ability to invest your DAF funds into the socially or environmentally impactful companies, funds, projects, or productions you select
- A way to use risk-free donated capital to explore the world of impact investing
Ready to explore impact investment opportunities or looking for support as you craft your DAF-enabled impact investing strategy? LET US HELP!
