Charitable Investing

At AnchoRRa, we offer a unique opportunity to use your charitable gifting to invest in impact funds or companies that support causes important to you. AnchoRRa, a custodian for charitable investing, allows donors to invest locally, empowering you to make a difference right in your community. Our professionals will guide you in establishing a donor-advised fund tailored to your specific interests, where gifts of cash or publicly traded securities can be easily transferred. If you have an existing DAF with another custodian, we make the transfer process seamless and straightforward.
With a minimum gift of $25,000, you can begin this impactful journey. There is a percentage charged on your assets initially and monthly once you begin your investing. Once your investment terms are finalized, you can direct investments into businesses or nonprofits that align with your goals.
Our experienced team will handle all ongoing fund administration details, allowing you to focus on what truly matters: making a lasting impact. With continuous support and easy access to your fund statements, AnchoRRa empowers you to invest in businesses, companies, or nonprofits that resonate with your values. Join us and turn your generosity into a force for good, creating positive change and leaving a lasting legacy.

  • A single donor pool of funds set aside for investing until the beneficiary is chosen for a grant. All investment returns are used to grow the fund. A fund can invest in multiple companies and organizations.

  • Individual transactions guided by our experienced team of professionals making a path for professional oversight during the term of investment.

  • A multi-donor pool of funds set aside for investment companies or organizations defined by a theme, geographic boundary, or set of parameters and performance metrics.

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