8 Unexpected Benefits of Combining Philanthropy with Investing

You might think of giving and investing as two separate paths—one for generosity, the other for growth—but merging them creates opportunities far beyond typical returns or charitable impact. When you approach philanthropy with an investment mindset, you unlock tools that expand your influence, grow your assets, and deepen your connection to the causes you support. These eight benefits show how combining the two disciplines doesn’t dilute either—it multiplies both. 1. Grow Charitable Funds Before You Give You can amplify your giving by allowing your philanthropic capital to grow before distribution. A donor-advised fund (DAF) or charitable investment account lets you contribute assets, receive an immediate tax deduction, and then invest those assets until you're ready to grant them. While they grow tax-free, you maintain the flexibility to fund causes over time instead of making a single large donation upfront. This not only increases your total impact but also keeps you more engag...