How to Invest
Undeployed charitable dollars can be invested with Beneficial Returns in three ways
INVEST THROUGH A DONOR ADVISED FUND
Collectively, individuals have placed over $80 billion into DAFs for future charitable giving. Most of these funds are invested in the stock market, but they don't have to be. Beneficial Returns makes it easy for donor advisors to become impact investors.
INVEST THROUGH A PRIVATE FOUNDATION
Independent foundations in the US control over $800 billion in assets. Most of these endowment funds are invested in the stock market, but they don't have to be. Beneficial Returns makes it easy for foundations to become impact investors.
PARTICIPATE IN AN EXISTING LOAN
Participate in an existing loan of Beneficial Returns and engage directly with the social enterprises that we support. Beneficial Returns facilitates the entire loan-making process including sourcing, selecting, and underwriting, and makes it easy for anyone to become impact investors.