Alternative Investments and Charitable Giving Strategies

Why consider alternative investments in a donor-advised fund (DAF)?
- Diversification Benefits: Low correlation with public markets helps enhance portfolio diversity.
- Sustainable Giving: Capital distributions from long-term lockups provide scalability and sustainability for charitable giving.
- Flexible Strategies: Include diverse investment types such as venture capital, hedge funds, private equity, and private debt.
How do alternative investments improve a charitable giving strategy?
- They create opportunities for steady capital returns over time, allowing for predictable and impactful giving.
- Diversified investments ensure financial resilience, supporting long-term charitable goals.
What types of alternative investments are suitable for a DAF?
- Venture capital
- Hedge funds
- Private equity
- Private debt
How can Ren, Inc. assist with alternative investments in a DAF?
The Complex Assets team at Ren, Inc. offers guidance and due diligence to incorporate private assets into donor-advised funds effectively.