Holistic Financial Wellness Counselors
Mission-Driven Investment Options For Your
For most foundations and non-profits, there is a “firewall” between the investment portfolio and the mission of the organization. Typically, these organizations are required by the IRS to give 5% of their net worth each year towards Program Related Investments, or they loose their tax status. This means that they will generally target 5% returns/year to replace what’s given out, and it’s left to the investment advisor to determine how to do this without taking on too much risk. This leads to situations like This one, where the Gates Foundation discovered that their endowment was invested in companies that were directly at odds with their mission.
We believe that mission-driven organizations must not turn a blind eye to their investments. Let’s work together to find a way to express your mission in your portfolio, whether that means starting with the Hippocratic Oath: “first do no harm”, fully divesting from fossil fuels, or putting your endowment to work on the ground through local investing initiatives or gender lens investments. Visit our SRI Investing page for a deeper look at what’s possible, and remember, this is just the tip of the iceberg!
Align your Entire portfolio with your Philanthropic Goals
Not just what you give away
How it works
- Income Tax: You receive an immediate income tax deduction in the year you contribute to your Donor Advised Fund. This makes tax planning easier by enabling you to get the tax benefit now, then decide when and where to actually give the money later.
- Capital Gains Tax: You will incur no capital gains tax on gifts of appreciated assets (i.e. securities, real estate, other illiquid assets).
- Estate Tax: Your Donor Advised Fund will not be subject to estate taxes.
- Tax-Free Growth: Your investments in a Donor Advised Fund can appreciate tax-free.
- Alternative Minimum Tax (AMT): If you are subject to alternative minimum tax, your contribution will reduce your AMT impact.