The Concept of Charitable Beta

Intelligent philanthropy at its finest, the concept for Charitable Beta is simple. We point you to a cheaper solution that meets your investment needs, and you direct the savings to your favorite charities. That's it.

How is this possible? The majority of all mutual funds mirror the major market indexes. In other words, you are paying a substantial fee for something that can be managed at a significantly less expensive rate, while still achieving the same outcome.

With Charitable Beta, we identify the investment instrument that replicates your current investment account, but without the management fees that you are currently paying. You then donate the savings to your favorite non-profit.

What is the benefit?

Non Profit Members of Charitable Beta will see an increase in their yearly contributions from their donor base, and a potential increase in new donors.

As an individual Participant of Charitable Beta, you will be able to maximize your charitable giving, without that money coming directly out of your pocket. Quite literally, this is money that you are already spending. We are just helping you to re-direct those funds to the non-profit entity(ies) of your choice. Another significant benefit to you is that Charitable Beta will give you the ability to lower your taxable income.