Innovative empowers donors and advisors to remain in control of the donations while also gaining valuable due diligence reviews.

Donor Advised Funds

• Quick and simple donor account opening. All digital process and accounts are typically available within 24 hours

• Rapid funding available to meet tax deadlines

• Monthly statements and real-time online view access

• Self Directed Trading access to donors and advisors. Innovative does not provide investment management services

• No minimum account size or grant funding requirements

• Low and simple fee schedule

Grant Request Due Diligence and Fulfillment

• Grant requests are easily submitted using our online form

• Grants can be submitted by the donor or preauthorized third parties, like the financial advisor

• Grants can be anonymous, credited to the donor, or have a special message

• Donors receive a grant fulfillment letter for your records

• Grants can be sent via regular mail, express mail, or ACH

• Due diligence reviews include

o   Verbal verification of the grant request with the donor or authorized submitter

o   Verbal verification of the mailing address and EIN with the receiving non-profit

o   The receiving non-profits’ online presence and scam alerts are reviewed

* Non-profit website, Google searches, Charity Navigator ranking

o   The receiving non-profits’ active status and most recent 990 filings are reviewed on the IRS Tax Exempt Organizations database

Donations Accepted

• Money paid by check, ACH, or wire

• Tradeable securities

o   ACAT, NON-ACAT, or DTC transfers. No physical certificates

• Jewelry, Collectibles, and Art

o   Certified appraisal required, and items will be liquidated at auction or private sale

• Life insurance proceeds

• Annuity proceeds

• Real Estate

o   Certified appraisal required and will be sold using third-party real estate professionals

• Digital Currency

o   Holdings will be sold promptly after receiving. The cash proceeds will be transferred to the donor’s account