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Donor Advised Funds

Defer and Redirect Grants | Flexible Investment Choices | Tax Free Growth

A donor-advised fund (DAF) is a charitable investment account, used exclusively for the purpose of supporting charitable

501(c)(3) organizations.​​

Gardening
Deductible Donations

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Donate cash, stocks or non-publicly traded assets such as real estate, private business interests and private company stock to be eligible for an immediate tax deduction.

Capital Gains​

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The impact of donating appreciated assets is particularly compelling as the deduction is based on market value as opposed to selling the asset and incurring capital gains and other taxes that would diminish the amount of the deduction and charitable impact.

Grow Donations

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While you're deciding which charities to support, your donation can potentially grow, making available even more money for charities. 

 

We offer a variety of investment strategies designed to protect and grow your charitable dollars.

Flexible Timing​

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Virtually any IRS qualified 501(c)(3) public charity can be supported with grant recommendations from the donor-advised fund; including a local food bank, an alma mater, religious institution, or other charitable organization.

How A Donor Advised Fund Works

An irrevocable contribution of personal assets

What You Give

What You Get

The maximum charitable tax benefit allowed

Investments are customized to donor's preference

Assets in your donor-advised fund account grow tax free

The ability to name your account and successor advisors

Recommendations for grants to qualified charities

Potential online connectivity to your philanthropic organizations

Charities Receive Donations

Schedule a Meeting
to Review
Charitable Giving

Return to
Charitable Main Menu

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Strategy Main Menu

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© 2025 Alternative Wealth Management, LLC

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All securities offered through Patrick Capital Markets, LLC Member FINRA / SIPC.  Investors should review any transaction and the various tax deferred and tax exclusion strategies and structures available with their tax and legal advisors.  Alternative Wealth Management does not provide tax or legal advice to individual investors.

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The information provided in this website is for educational purposes only and does not represent an offer to purchase, acquire or engage in any transactions.  Securities discussed above would only be purchased through Private Placement Memorandum.  Securities and strategies discussed herein may be speculative and entail a high degree of risk.  Investments in Private Placements are suitable only for investors who have adequate means of providing for current needs and personal contingencies, can bear the economic risk of the investment, and have no need for liquidity.

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The following is a brief overview of some of the risks that Alternative Wealth Management deems appropriate to highlight.  It is not and is not intended to be, a summary of all the risks associated with the strategies and securities discussed herein.

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Delaware Statutory Trusts (DSTs) - DSTs are regulation D private placements that offer fractional ownership of real estate.  Investors should understand the risk factors of participating in such investments as outlined in this section in addition to the private placement memorandum; in particular real estate risks, liquidity risk, change of tax status among others.

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​Real Estate Risks – Real estate risks include those of specific property issues, the economy of the geographic locations, environmental hazards, the risk of loss of tenant and other factors typically associated with a real estate investment.

 

​Change of Tax Status - IRS tax rule changes may alter or eliminate certain benefits related to current strategies.

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Performance Expectations – There is no guarantee that the investment and tax strategies discussed will elicit the optimal results.  Each taxpayer is unique.  Past performance or the results of other individuals is never an assurance of future results.

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Reduction or Elimination of Cash Flow – Investments in real estate may experience temporary or permanent disruption of cash available for distributions, such as, from a reduction in tenant payments or if the property sustains substantial damage.

 

Potential for Property Value Loss - All real estate investments have the potential to lose value during the life of the investments.

 

Impact of Fees/Expenses – There may be substantial fees paid to Sponsors, affiliates, and others, related to the strategies and securities discussed herein and such fees typically are paid regardless of the performance of the investment or strategy you seek.    Such fees and costs may impact investor returns and may outweigh any anticipated tax benefits.

 

Liquidity Risk – Private Placements are il-liquid with no secondary market.  You should consider these long-term investments regardless of your circumstances.

 

Sponsor Risk – There are substantial conflicts of interest between investors and the self-interest of the Sponsor, Master Tenant, affiliate companies and others who will profit from the private placement for their services regardless of their results.  Their decisions related to the offering and operation of the private placement is critical to the success of the private placement and the return of your investment.  The offering sponsor could take actions that might not be in the best interests of the shareholders of the private placement.  Those types of conflicts of interest could influence the decisions in the management and operation of the private placement that are contrary to the best interests of the Investors.  Investors will have no control over their decisions.

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