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Tax free growth leads to larger gifts

The ability to actively manage donated funds will appeal to a particular type of proactive donor, facilitating a new source of contributions from donors looking to "take responsibility" for the financial performance of their gift. These donors are motivated to make as large an impact as possible on the organizations they support, and the DMI Account offers them an ability to extend their influence and significance in gifting activities. Designed to facilitate and encourage the most significant gifts from sophisticated donors, the DMI Account Program is aimed at attracting new contributions at levels of $250,000 and above.

Donors often postpone making substantial gifts until they have grown their designated assets to large amounts or until they reach certain milestones. In these cases, money that is ultimately gifted will have been accumulated in a taxable environment. A DMI Account lets gifted assets grow tax free, creating a potentially larger gift for the receiving nonprofit. Organizations offering the DMI Account can demonstrate to their donors the economic advantages of accelerating their gifts, while still employing the investment strategies with which they feel most comfortable.

Adding the DMI Account program to an existing suite of giving alternatives allows a qualifying charity to offer a full range of solutions that address the specific philanthropic objectives of each of their donors. The DMI Account Program brings a new level of satisfaction to major philanthropic supporters and better aligns their needs with those of the nonprofit organizations they choose to endow.

Other advantages include:

  • Building stronger and longer-lasting relationships with key major gift and planned gift donors
  • Encouraging accelerated giving by highlighting the economic advantage of tax-free growth
  • Contributing to the overall effectiveness and satisfaction level of key philanthropic supporters