Impact Investment as a Donor-Advised Funds Strategy

Based in Las Vegas, Rich Kruithoff leads Charitable Planning Services and provides CPAs with results-oriented solutions. At the core of Rich Kruithoff’s offerings for individuals are donor-advised funds (DAF) that enable tax-deductible giving to public charities.

The National Philanthropic Trust (NPT) site features the impact investment pathways that many donors elect to take to achieve philanthropic goals while “making a difference.” There are various approaches possible: those who prefer unified investing solutions can select a thematic portfolio such as Environmental Stewardship. Also delivering competitive financial returns, these portfolios offer diversification within a single investment vehicle.

By contrast, a customized investment portfolio reflects an individual’s philanthropic vision, allowing him or her to select private investments from a curated menu. Whether directing funds toward renewable energy or affordable services in health care and housing, the investor decides which targets are most in line with his or her aims and ethos. One major consideration is that this level of bespoke portfolio building requires a $500,000 DAF account.