A Charitable Investment Account™ uses financial-grade technology to help your charitable capital stay invested or earn interest while you decide when and how to give.
Contribute during high-income years
Donate appreciated assets
Keep charitable funds invested or earning interest until you’re ready to deploy them
Support causes intentionally over time
Open and contribute with no minimums, make grants starting at $50, and pay one flat 0.3% fee — about half the base fees of the largest DAF providers.
Charitable contributions can be invested and grow tax-free, allowing more dollars to be deployed to nonprofits over time.
Manage contributions, investments, and grants to multiple nonprofits from a single account.
Give now or later. Support causes on your timeline without pressure to distribute funds immediately.
Your charitable capital stays invested or interest-bearing until you’re ready to give — giving your impact time to grow, not sit idle.
Contribute cash or appreciated assets — including stocks — and potentially avoid capital gains while taking a charitable deduction. Ideal for bonuses, equity compensation, or liquidity events.
Your charitable funds can stay invested and grow tax-free before being granted, giving your impact time to compound.
Donate to over 2.9 million eligible nonprofits when you’re ready on your timeline. Support causes thoughtfully, not reactively.
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