Turn gains into a tax advantage.
Turn gains into tax advantages.
Leverage a Donor-Advised Fund with appreciated assets.
Reduce taxable income, reduce capital gains tax, more money to support causes you care about.
WHAT WE OFFER
Two Core Advantages
Personal charitable giving account built to
optimize savings for startup employees and
investors.
Maximize your tax deduction and reduce
capital gains by donating private stock, fund
interests, or other other appreciated assets.
Donor-Advised Funds
Personal charitable giving account built to optimize savings for startup employees and investors.
Start today.
Tax-Efficient Strategies
Maximize your tax deduction and reduce
capital gains by donating private stock, fund interests, or other other assets.
Start today.
Everything You Need.
Nothing in Your Way.
BUILT FOR YOU
Turn Appreciated Assets
Into a Tax Advantage
Adjust to your situation and see how much more you keep when you
transfer shares to a DAF first.
BUILT FOR YOU
Everything You Need. Nothing in Your Way.
Full Control
You decide how assets are managed and invested. No constraints, no interference.
No Forced Liquidity
Hold any asset, exactly how you want. No pressure to sell.
Flexible Investment Options
Access to a full range of investments, including alternative investments.
Dedicated Support
Access to a full range of investments, including alternative investments.
Keep Your Custodian
No disruption to your current setup, we work with any custodian or platform.
Access to Charitable Vehicles
Access to charitable vehicles to structure best for your clients' goals.
Let's Talk About Your
Charitable Strategy
Everything You Need.
Nothing in Your Way.
BUILT FOR YOU
Keep Your Custodian or Management Platform
Full Control Over
How You Manage
No Forced or
Pressured Liquidity
Flexible Investment Options
Dedicated Support for You and Your Team
Access to Charitable Vehicles
Let's Talk About Your
Charitable Strategy
Let's Talk About Your
Charitable Strategy
Turn Appreciated Assets
Into a Tax Advantage
Adjust to your situation and see how much more you keep when you transfer shares to a DAF first.
Turn gains into
tax advantages.
Leverage a Donor-Advised Fund with appreciated assets.
Reduce taxable income, reduce capital gains tax, more money to support causes you care about.
Keep Your Custodian or
Management Platform
Full Control Over
How You Manage
No Forced or
Pressured Liquidity
Dedicated Support for
You and Your Team
Flexible Investment
Options
Access to Charitable
Vehicles
Donor-Advised Funds
Personal charitable giving account.
Contribute assets, take a tax deduction,
then make grants to nonprofits.
No forced timelines or minimums.
Start today.
Tax-Efficient Strategies
We help you give smarter, facilitating
donations of assets like private businesses, real estate, etc. directly to maximize your deductions and reduce capital gains tax.
Start today.
Two Core Advantages
WHAT WE OFFER
Let's Talk About Your
Charitable Strategy