Investors Philanthropic Brochure

Investors Philanthropic Donor-Advised Fund Investors Philanthropic (IP) is a 501(c)(3) nonprofit organization that simplifies your charitable giving by establishing your donor-advised fund (IP Fund) and helping you manage your contributions to charitable causes that you are passionate about. It starts with a tax-deductible contribution of assets that you can grant on your own timeline to your favorite charities. Features of Your IP Fund  Opening Minimum Contribution: $100,000  Types of Assets Accepted: Tax-deductible gifts of securities, real estate, private REITs, hedge funds, interests in partnerships and private companies, cash, and even bitcoin.  Market Value Tax Deductions: The gift to your IP Fund is tax deductible at fair market value and set by a percentage of your Adjusted Gross Income (AGI) depending on the type of contribution you make. Plus, you can carry forward any unused tax deductions for up to five years. •  Deduct up to 60% of AGI for cash contributions. •  Deduct up to 30% of AGI for securities and other appreciated assets.  Tax-free Growth: Your IP Fund investments can appreciate tax-free.  Lowest Fees: Your IP Fund has the lowest fees compared to foundations and other charitable investment services.  No Capital Gains Tax: Gifts of appreciated assets such as securities, real estate, illiquid hedge funds & other assets are not subject to capital gains tax.  No Estate Tax: Your IP Fund is not subject to estate tax.  Alternative Minimum Tax (AMT): If you are subject to AMT, your IP Fund contribution will reduce your AMT impact.  Fund Name: You can name your own fund or remain anonymous.  Tax Advisor: You can bring your own investment advisor. “The Greatest Joy in All of Living is th Highest Touch, Lowest Fees Please contact Valentina 714.478.3494 [email protected]

Your IP Fund vs. Foundations Your IP Fund beats Foundations 9 to 0 in the key metrics head-to-head match-up, below: Start-up Costs Your IP Fund Foundations None Legal & Other Substantial Fees Tax Deduction Limits 60% of Adjusted Gross 30% of Adjusted Gross Income (Gifts of Cash) Income Tax Deduction Limits 30% of Adjusted Gross 20% of Adjusted Gross Income (Publicly Traded Income Securities) Valuation Fair Market Value Cost Basis (Property/Private Securities) Annual Grants None Required 5% of Foundation NAV Annually Excise Taxes None 1% to 2% of Net Investment Income Annually Privacy Total Confidentiality Public Tax Returns showing Grants, Trustee Names, Admin. Fees, Staff Salaries, Board Minutes & more Administrative Fees Just 0.02% to 1.00% 2.5% to 4.00% per Year per Year Responsibilities Directs Grants to Grants plus Manage & Pay Nonprofits & Admin., Accounting, Investments Recordkeeping Costs, Must File State & Federal Tax Returns, Board Minutes & more Start Your Legacy and See All the Good You Can Do in Your Lifetime Don’t wait to leave a legacy. Start your legacy today by establishing your IP Fund and see all the good you can do in your lifetime. To start your application, call 714.478.3494 or visit www.InvestorsPhilanthropic.org. he Joy that comes from Freely Giving.”  High-touch Philanthropic Services  Bring Your Own Investment Advisor  Your Contribution, Our Stewardship

www.InvestorsPhilanthropic.org Bringing the Joy of Giving to Millions www.JoyofGiving.org