Charitable Investment Accounts

US investors only

To create a Brighter Future, we relentlessly seek innovative strategies to heighten the positive impact we can create together with our clients, our employees, and the communities we are part of.

A Charitable Investment Account is intended to help you maximise the impact of your giving. We do this by streamlining your charitable giving into a single deduction, investing your charitable dollars tax free, and allowing you to give seamlessly to millions of charitable organisations globally.

The Brighter Future Project is an innovative initiative that combines wealth and purpose through investments and charitable actions, including DEI and Responsibility.

Coming Soon

Smarter, more impactful, and easier charitable giving builds a brighter future

Launching in 2025, a Charitable Investment Account will allow you to donate cash, appreciated mutual funds, stocks, or other valuable assets now, controlling the timing of your taxable deduction, invest those assets tax free, and then disburse those assets to charitable organisations of your choice, now, or any time in the future, in any amount you want. Explore how you can make a difference today with our tailored charitable giving solutions.

Opening a Charitable Investment
Account will broaden your opportunities for:

Capturing the tax deduction today of future intended charitable giving

Investing your donations tax free to increase future impact

Consolidating all charitable giving into a single deduction

Easing the process of disbursing to charities in any amount, and at any time in the future

Opening a charitable investment account for a child or heir to manage

Benefits

Your donation into a Charitable Investment Account is a testament to your commitment to making a difference. It's an opportunity to join a community of like-minded individuals and organisations, all dedicated to creating lasting, positive change across the globe.

Together, let’s invest in a brighter future. With Janus Henderson, amplify your positive impact, enjoy the benefits of smart financial planning, and see your philanthropic vision come to life.

How it works

1

Tax Deductible Contributions
Your journey begins with a tax-deductible contribution to your Charitable Investment Account. This initial step can be a key component of your financial planning allowing you to benefit from the full value of multi-year giving, in years of higher income tax liability while also aligning with your philanthropic aspirations.

2

Tax-Free Growth
The best intentions count for nothing if results fall short. We recognise this and act with accountability to come together as a firm to deliver on our commitments.

3

Self-Directed Giving
One of the most empowering aspects of Charitable Investment Accounts is the ability to choose where your contributions go. You have the freedom to select your preferred nonprofit organisation, ensuring that your philanthropic vision is realised exactly as you envision it.

4

Streamlined Giving
Your Charitable Investment Account is designed to have streamlined disbursement, ensuring your donations make it to intended charities as quickly as possible.

Responsibility
Brighter Future Project
American Cancer Society
Pro Bono Services
A donor advised fund is facilitated by a tax-exempt public charity under sections 501(c)(3) and 509(a)(1) of the Internal Revenue Code. Contributions made to a donor advised fund are considered an irrevocable gift and are not refundable. Once contributed, the charitable organization facilitating the donor advised fund has exclusive legal control over the contributed assets.
 
Donors should carefully consider information contained in the prospectus, or if available, the summary prospectus, for the registered underlying mutual funds, including investment objectives, risks, charges and expenses. Donors can request a prospectus by calling Janus Henderson at 800-525-3713. Please read the prospectus carefully before making contributions.
 
Market fluctuations may cause the value of investment fund shares held in a donor-advised account to be worth more or less than the value of the original contribution to the funds.
Advisory services in the US are provided by SEC registered investment advisers that are subsidiaries of Janus Henderson Group plc.