Amplify your philanthropy by investing in diversified
portfolios, tax-free. Receive a double tax benefit with
the donation of appreciated stocks.
Our Partners on all investment strategies.
Your philanthropic capability goes even further.
Select investment size. In the habit of giving.
Choose your investment size, beginning at $5k. Custom
portfolios are available for $250k+.
Choose from 5 portfolios. Worth every penny. And then some.
Diversify your portfolio with up to 5 ETFs.
In collaboration with Equinum Wealth Management. Your funds—in legendary hands.
Decide when to sell the funds, and grant to your institution of choice. Further your legacy of giving.
Aron Pinson, CFA
Aron is the Portfolio Manager for the DAF investments. He has two decades of experience navigating markets and investments. Aron is a CFA® charterholder, spending most of his career on Wall Street, getting to know some of the smartest and most influential people in finance.
Zacharia Waxler, CPA
Zacharia is a 20-year financial industry
veteran. In his role as co-managing
partner at Roth&Co, he oversees the
auditing of the DAF funds as well as other
aspects. He also oversees the investment
process for the funds of the DAF.
Jacob is a financial planner who
helps with planning of the investments, including asset allocation, periodic rebalancing, and research. Jacob is on path to become a CFP certificant after having passed the exam earlier this year.
Donation of stock
One stock:
a double tax benefit.
Donating appreciated stocks isn’t just prudent: it’s lucrative.
Escape capital gains tax on stock appreciation with OJC.
(The higher the appreciation of your asset, the more effective it is.)
Deduct the fair market value of the stock at the time of the donation as a charitable tax deduction.
(Up to a specific percentage.)
Transfer your stock ownership to OJC.
Gain a receipt for the FMV on the date you donate.
OJC sells the stock.
The cash is deposited into your OJC account.
Recommend to your charity or charities of choice.
Your stocks are kept under
careful scrutiny, and protection.
Your stocks are monitored under
the oversight of our partners.
Your stocks undergo a valuation at the time of
donation that is based on the current market.
Simplify your giving. Expand your gain.
