Donor Advised Fund Town Hall
Liberty Hill Foundation has partnered with Amalgamated Investment Services–mission-aligned, environmentally and socially responsible financial advisors–to offer five new investment pools (“Impact Funds”) that help meet and amplify our donors’ philanthropic visions and charitable goals.
On Monday July 24, we held a special donor activist event to introduce our enhanced online donor portal and present our new investment partner – Amalgamated Investment Services. As you know, we are expanding and scaling our capabilities to advise and service our donor advised funds with a major infrastructure investment. This involves three components that will help meet and amplify the philanthropic visions and charitable goals of our donors:
- Liberty Hill’s dedicated team of philanthropy advisers—who will continue to advise you personally on your philanthropic goals and giving—and your assigned philanthropic advisor, who will continue to be your point person for all your needs.
- An amazing new portal coming this fall that will automate all transactions—from opening a new DAF, to making deposits and grant requests, as well as receiving status updates and real-time balances.
- Increased financial planning and investment services to optimize your DAF according to your philanthropic goals.
- Monday, July 24, 2023
- 5:30 p.m. PDT
- Virtual Event