501(c)(3) Nonprofit Organization

A Smarter Way
to Give.

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.

60%
AGI Deduction for Cash
30%
AGI for Other Assets
100%
Tax-Free Growth
0
Compromise on Service
Why Investors Philanthropic

Key Benefits

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.

Maximize Your Impact

Align your investments with your values. Support the charitable organizations and causes you are passionate about, creating a significant and lasting difference.

Tax Advantages

Receive an immediate tax deduction when you contribute to your IP Fund. Donate to causes you care about while potentially reducing your tax liability.

Flexibility & Control

Contribute cash, securities, or appreciated assets like stocks and real estate. Recommend grants to qualified nonprofits entirely on your own timeline.

Expert Guidance

We work hand-in-hand with your wealth management and investment advisory team, ensuring a seamless partnership tailored to your individual needs.

The Process

Making the Most Out of Your Gift

Four simple steps to transform your generosity into lasting impact.

01

Become a Donor

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.

02

Contribute

Make tax-deductible contributions to your IP account. You can contribute cash, securities, or other assets based on your preference and financial needs.

03

Recommend Grants

Once your account is funded, recommend grants to qualified charitable organizations that align with your mission — on your timeline, not ours.

04

Track Your Impact

Stay informed about the difference your donations are making through detailed reports, updates, and our unique nonprofit spotlight coverage.

501(c)(3)
Tax-Exempt Public Charity
What Is a DAF?

A Charitable Giving Solution Built for You

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.

Market Value Tax Deduction
Contributed Assets up to 60% AGI
Assets Grow Tax-Free
Invested per your strategy
Grant on Your Timeline
No rush, no pressure
Explore DAF Details
The IP Difference

Elevate Your Impact

While others process transactions, we build relationships. Here is what makes Investors Philanthropic categorically different.

Visual Impact

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.

White-Glove Service

We don't just wire funds — we hand-deliver donations personally when we can, ensuring every grant reaches its destination with a human touch.

Complex Assets Accepted

Real estate, private companies, hedge funds, and more. We handle what most DAF providers cannot, maximizing your giving potential.

Advisor Collaboration

Registered Investment Advisors are invited to work with our team to recommend investment strategies consistent with the donor's objectives.

Focused Exposure

Our platform gives nonprofits widespread exposure, reaching potential donors and supporters they might not have connected with otherwise.

Community Collaboration

We actively collaborate with local businesses and venues to host benefits for various causes, fostering a sense of community around philanthropy.

The Joy of Giving

Nonprofit Spotlight

View All Stories
Robert Shapiro Shares the Story Behind the Brent Shapiro Foundation
Interviews
March 06, 2026

Robert Shapiro Shares the Story Behind the Brent Shapiro Foundation

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.

Newport Beach Fire Department Foundation Pickleball Fundraiser Supports First Responders
Pickleball Fundraisers
March 05, 2026

Newport Beach Fire Department Foundation Pickleball Fundraiser Supports First Responders

The Newport Beach Fire Department Foundation brings firefighters and the community together for a pickleball fundraiser supporting first responder wellness, scholarships, and critical programs.

Amplifying Nonprofit Voices Through Storytelling
Impact Stories
February 20, 2026

Amplifying Nonprofit Voices Through Storytelling

How the Joy of Giving webseries is changing the way donors connect with the causes they care about — one story at a time.

Local Impact, Broad Vision

Giving is More Than a Transaction

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.