Your Donor Advised Fund (DAF) or Foundation is already making investments with the ~90% you are not Granting out each year, to your favorite charities , in order to earn returns and grow your DAF/Foundation so you can make even more Grants to your favorite charities.

Most of the 90% sitting in your DAF or Foundation is not being invested in line with what you care about most but instead is being invest in the general stock market (which includes weapons stocks, Oil, Fracking, Cigarettes, Alcohol, etc) basic mutual funds, or managed accounts.

CataCap offers you the opportunity to direct some or even all of those funds those funds into investments that make a meaningful difference in the areas you care about most, while still growing your DAF/Foundation to do more Grants in the future to your favorite charities. The best part is, it’s as simple as making a charitable donation from your DAF just like you do any other donation. By directing your DAF investments through CataCap, you can combine financial returns with real social or environmental impact. You’ll continue to grow your DAF while contributing to projects that align with your values, creating a lasting positive impact.

When you make a donation through CataCap, a program of the Impactree Foundation a 501(s) public charity, it qualifies as a tax-deductible charitable contribution. These funds are then managed by the Impactree Foundation, which can use them to make impact investments in businesses that align with its charitable mission. The investment is made by the Impactree Foundation, not by you personally, which ensures compliance with tax and charitable giving laws.

The key difference is that the investment is aimed at advancing a social or environmental causes, with any financial returns flowing back to the Impactree Foundation and will show up in your CataCap Account, not directly back to you personally. These returns can then be reinvested into additional impact projects or granted to other charitable organizations. This structure allows you to support impactful businesses while continuing to grow your charitable capital, all while maintaining the legal benefits of your donation to the Impactree Foundation.

In short, you’re making a tax-deductible donation to a nonprofit, which then invests in businesses aligned with philanthropic goals—providing both financial returns to the nonprofit and meaningful societal impact.

• All credit card donations incur a ~4% processing fee by the credit cared companies.
• All ACH payments incur a fee of 2.55% fee up to $25 max. 
• CataCap charges a flat upfront free of 5% (1.25% per year for 4 years billed upfront).
• Fees are deducted from your CataCap Balance.

CataCap provides a unique and accessible platform for impact investing, whether you’re using a Donor Advised Fund (DAF), a foundation, or direct charitable contributions via a Credit Card or Bank Transfer. While many DAF sponsors and foundations require minimum investments of $50,000 or more, CataCap allows you to make impact investments at a “micro” level with as little as $250 per deal or fund. This makes it easy for you to diversify into a customized portfolio of impact investments, regardless of the size of your donor account or foundation.

With CataCap, you can manage a portfolio of meaningful, mission-driven investments at a much lower entry point. For a similar expense ratio to what you’d pay for a $2 Million DAF or a foundation doing $100,000 investments, you can leverage CataCap to create a personalized impact portfolio with smaller individual contributions. This flexibility allows you to align your charitable and investment goals without the high barriers typically associated with large foundations, DAFs, or direct charitable contributions

A Donor Advised Fund (DAF) is a charitable giving vehicle that allows you to make a tax-deductible donation and recommend how those funds are distributed over time to qualified nonprofit organizations or impact investments. Essentially, it’s like having a personal Foundation through which you can support causes that matter to you while benefiting from an immediate tax deduction when you make the original donation to create the DAF.

When you use a DAF to fund your investments on CataCap, your contributions are held by Impactree Foundation, and you can direct those funds into impact investments listed on the CataCap platform. These investments focus on businesses that create measurable social or environmental benefits, aligning with your charitable goals. Any returns from these investments flow back to your CataCap account, where they can be reinvested in other impact opportunities or granted to other charitable organizations or back to your original DAF.

This allows you to grow your charitable giving while making a tangible impact through innovative and purposeful investments.

After you make an investment recommendation as a donor/investor on CataCap, your recommendation is held as pending until the fundraising goal for that specific investment is met. Once the goal is reached, the investment receives the aggregate funds from all participating investors on the platform, and your pending investment is shifted to an active investment.

As the investment generates returns, those proceeds are credited back to your CataCap account. From there, you can choose to reinvest the funds into new impact opportunities or direct them to charitable causes that align with your mission. CataCap keeps you updated throughout the process, ensuring transparency and visibility into the status of your investments.

When you make an investment through CataCap using a donation to the Impactree Foundation, you gain several tax advantages compared to investing directly:

1. Immediate Tax Deduction: By donating to the Impactree Foundation, you receive an immediate tax deduction for the full amount of your contribution. This qualifies as a charitable donation under IRS rules, unlike direct investments in for-profit businesses.
2. Tax-Free Growth: The capital you donate is invested by the Impactree Foundation in socially or environmentally impactful businesses. Any returns on these investments flow back to the Foundation, growing tax-free. If you were investing directly, you would need to pay taxes on any gains or income.
3. No K-1s or Investment Documents: Unlike direct investments, which require tax reporting, K-1 forms, and tracking investment documents, making a donation through the Impactree Foundation eliminates the need for any ongoing tax reporting after the initial donation. Once you make the donation, your tax obligation is settled, and there are no further tax documents to manage.
4. Reinvestment or Grants: The returns generated by the investments can be reinvested into other impact ventures or granted to charitable causes, continuing the philanthropic cycle. Direct investments return capital to the investor, usually without any charitable tax benefits.

In short, investing through CataCap via a donation to the Impactree Foundation offers significant tax benefits, eliminates ongoing tax reporting, and allows your capital to grow tax-free, all while supporting impactful businesses and charitable causes.

The minimum donation or investment amount on CataCap is as little as $250. This low threshold allows you to participate in impactful investments without the large upfront commitment often required by traditional investment platforms. By donating through the Impactree Foundation, you can direct even small amounts into a diverse portfolio of social and environmental impact ventures, making it easy to align your charitable giving with your financial goals while still contributing meaningfully to causes you care about.

1. Log in to Your DAF Provider: Access your DAF account through your provider’s platform.

2. Make a Donation: Request to make a grant to the Impactree Foundation in support of the CataCap project just like you would any other donation.

3. Include the Following Details:

   • Donation Recipient: Impactree Foundation
   • Project Name: CataCap – [Insert specific project name]
   • EIN: 86-2370923
   • Email: support@impactree.org
   • Address: 3749 Buchanan St Unit 475207, San Francisco, CA 94147