We want to bridge the gap between financial investing and charitable giving by integrating an if, then donation plan into online brokerage platforms.
While people invest in the market and see capital gains, excess performance is often siloed in these individual’s accounts to continue to compound. What if, when people see excess gains, charities benefit too. Insert – All Good Fund. When investors make healthy returns, we encourage them to give back.
How It Works
1. Customize Your Giving Plan
After creating an account with the All Good Fund and linking it to your financial trading platform, you can then create your giving plan. This will outline how to allocate your gains, how often you donate your funds (we would recommend once a year before taxes), and when any rebalancing should occur.
2. Select Your Charities
The platform provides a searchable database of vetted organizations with bios and recommendations. You can either select individual charities or select a thematic option where the money is donated into an index of curated charities (ex: Education Fund). If we don’t have your desired charity yet, reach out and we are than happy to look into adding them!
3. Select Your Charities
The platform then provides a dashboard to track your cycle performance, projected donation, and compare data with your peers. When the giving plan cycle is up, you can review your donation, modify as you please, and sign off before the final donation is donated! The money will be made as a transfer-in-kind, to support maximum giving and tax efficiency.