Donor Advised Fund

 

ICAST partners with Triple Bottom Line Foundation to help impact investors create Donor Advised Funds with emphasis on triple bottom line impacts and sustainable solutions

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    What is a Donor Advised Fund?

    A Donor Advised Fund (DAF) is a philanthropic vehicle established at a public charity. It allows donors to make a charitable contribution, receive an immediate tax benefit, and then recommend grants from the DAF over many years to come.

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    What can be donated to a DAF?

    Donors most commonly contribute appreciated assets like stocks, mutual funds, or real estate. Other assets could include bequests, proceeds from insurance policy, or named beneficiary of an IRA or 401(k) retirement account. Cash can also be donated.

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    What is the triple bottom line?

    Projects satisfy the triple bottom line standard when they result in social, environmental, and economic benefits. DAFs allow strategic philanthropists/investors to finance green rehabilitation projects for multifamily affordable housing that provide the following triple bottom line benefits:

  • Preserving affordable housing
  • Creating healthier & safer homes
  • Investing in communities in a way that builds local capacity
  • Educating people on the importance of sustainable resource use
  • Financial return on donated capital between 2-10% per year.
  • Creating sustainable jobs
  • Investing in local economies
  • Increasing property values & profitability
  • Saving households on their utilities costs
  • Reducing carbon emissions & mitigating the climate crisis
  • Eliminating water waste
  • Reducing pollution from energy production
  • Preventing unnecessary development by preserving existing housing

Benefits of Creating a DAF

Avoid capital gains tax on donated appreciated assets.

Create the desired impact on the issues most important to you through grants from the DAF.

Receive an immediate tax deduction on the value of the donated assets.

Donated capital grows while creating additional impact through investments made and additional grant funds.

Ready to generate triple bottom line returns?

Contact us today to set up your own DAF!

Get Started