Let's Talk About
the Impact Your
Investing Can Make

Impact Investing CORPORATE office GI 1255172371 cropDonors 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 reimagined to be impact investment tools, 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 corporate donors to invest in what they want, structured how they want, and in the amounts they want to achieve their strategic social and environmental impact goals.


Inpact Investing CORPORATE GI 1127463737Is a LOHAS Donor-Advised Fund a Good Fit for You?

Q. Do you want just to “set and forget” your DAF and have it grow through 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 want to use donated capital to orchestrate that change by investing your DAF funds in the 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 but are uncertain about how and where to invest and recognize the benefits of 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 even cryptocurrency, 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. Already have a Donor-Advised Fund (but want the impact investing handcuffs removed)? 

Q. Interested in opening a Donor-Advised Fund and making your own impact investments?

corpsqHow does LOHAS help?

The LOHAS team of professionals provide:

  1. Hands-on support setting up or transferring your DAF
  2. Guidance in establishing your impact investing strategy
  3. Deal sourcing and analysis to satisfy investment goals
  4. Ongoing performance reporting and investment support
  5. 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. LOHAS also helps parties use DAFs for family investment education purposes.

LOHAS DAF Advantages

Whether your company is looking to enhance your brand, align better with stakeholder demands, or achieve strategic goals by supporting select impactful ventures, a LOHAS donor-advised fund has many advantages:

  • Impact Investing CORPORATE advantages GI 1175911679An immediate tax deduction within the year the contribution is made
  • No distribution minimums, fewer tax and reporting requirements, and a greater degree of privacy than is available through a corporate foundation
  • 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

Set up your DAF today!

Ready to explore impact investment opportunities or looking for support as you craft your or your children’s DAF-enabled impact investing strategy, LET US HELP!