The DMI Account provides donors and their preferred advisors the ability to direct the investment management and allocation of their contributed assets in accordance with their own investment strategies. This flexibility introduces a previously unrealized empowerment for the donor, reinforcing their significance as a key philanthropic partner in support of the nonprofit's core activities.

Many sophisticated donors have found current giving alternatives too limiting or restrictive. With the DMI Account, donors have a virtually unlimited choice of investment alternatives (subject only to certain IRS rules and nonprofit guidelines). Donors are able to implement their own investment strategies to grow donated assets—tax-free—for the benefit of a chosen charity.

As permitted by the nonprofit, a donor may also choose to disburse a part of their gift, at a later date, to other charities on a tax-free basis.

The DMI Account offers donors unprecedented flexibility:

• No restrictions on frequency of portfolio reallocations
• Transparent tracking of portfolio activity and performance
• Low cost to the nonprofit; no cost to the donor
• Easy set-up and administration

A donation made through a DMI Account lets donors:

• Manage the investment of your donation on your own or through a financial advisor
• Trade stocks, bonds, mutual funds, index funds, and alternative investments
• Obtain an immediate tax deduction
• Generate tax-free gains on your investment for your chosen charity
• Grow your initial contribution into a larger gift to the nonprofit
• Achieve a greater sense of participation, effectiveness, and significance through active philanthropic support

Download Our Brochure : DMI Account for Donors