Investors Philanthropic simplifies your charitable giving by establishing your Donor-Advised Fund and helping you manage contributions to the causes you are passionate about — with the personal touch that sets us apart.
We offer a tailored Donor-Advised Fund that allows you to invest in causes that align with your personal mission — with advantages that go far beyond the transaction.
Align your investments with your values. Support the charitable organizations and causes you are passionate about, creating a significant and lasting difference.
Receive an immediate tax deduction when you contribute to your IP Fund. Donate to causes you care about while potentially reducing your tax liability.
Contribute cash, securities, or appreciated assets like stocks and real estate. Recommend grants to qualified nonprofits entirely on your own timeline.
We work hand-in-hand with your wealth management and investment advisory team, ensuring a seamless partnership tailored to your individual needs.
Four simple steps to transform your generosity into lasting impact.
We help you create an account to get started with your Donor-Advised Fund right away. The process is simple, personal, and guided every step of the way.
Make tax-deductible contributions to your IP account. You can contribute cash, securities, or other assets based on your preference and financial needs.
Once your account is funded, recommend grants to qualified charitable organizations that align with your mission — on your timeline, not ours.
Stay informed about the difference your donations are making through detailed reports, updates, and our unique nonprofit spotlight coverage.
A Donor-Advised Fund (DAF) is a charitable giving vehicle that enables donors to grow their philanthropic assets tax-free while receiving guidance on investment strategy and charitable distributions.
It starts with a tax-deductible contribution of assets that you can grant on your own timeline to your favorite charities. Your assets can be invested and grow tax-free while you decide where to direct your generosity.
While others process transactions, we build relationships. Here is what makes Investors Philanthropic categorically different.
We film and highlight the amazing work of nonprofit organizations through our Joy of Giving webseries, amplifying their cause and giving voice to those making a difference.
We don't just wire funds — we hand-deliver donations personally when we can, ensuring every grant reaches its destination with a human touch.
Real estate, private companies, hedge funds, and more. We handle what most DAF providers cannot, maximizing your giving potential.
Registered Investment Advisors are invited to work with our team to recommend investment strategies consistent with the donor's objectives.
Our platform gives nonprofits widespread exposure, reaching potential donors and supporters they might not have connected with otherwise.
We actively collaborate with local businesses and venues to host benefits for various causes, fostering a sense of community around philanthropy.
Robert Shapiro shares the powerful story behind the Brent Shapiro Foundation, a nonprofit dedicated to preventing drug addiction and helping young people stay on a path toward education and opportunity.
The Newport Beach Fire Department Foundation brings firefighters and the community together for a pickleball fundraiser supporting first responder wellness, scholarships, and critical programs.
How the Joy of Giving webseries is changing the way donors connect with the causes they care about — one story at a time.
At Investors Philanthropic, we cherish our local communities while pursuing broad philanthropic vision. By working with us, you join a network of donors and nonprofits transforming communities and influencing wider trends in social change.
