Philanthropy

When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you. Giving back is often an essential part of a life plan as well as a financial plan. It’s why we offer a wide range of philanthropic services and advice. We can help you articulate the impact you want to have and the amount you want to give, and identify the structure that’s right for you. No matter where you are in your giving journey, our goal is always the same to help you create the impact you want to have in a way that works well with your overall financial plan.

Philanthropy can be one of life’s most rewarding and meaningful endeavors. When done well, it creates tremendous, positive change in the lives of others. Whether you’re just beginning your philanthropic journey, or are a highly sophisticated donor, we are here to help you achieve the impact you envision.To help you practice strategic philanthropy, we provide thought leadership pieces, research and advice around many aspects of giving. If you have more complex philanthropic goals, Dfinance can guide you through issues such as engaging the next generation and deciding between charitable giving vehicles.

Starting with your philanthropic goals: No matter how simple or complex your giving strategy may be, articulating your goals will help you get the most out of your philanthropy. Once you have a vision in place, we’ll help you think about what approaches are most effective in making an impact, aiming to bring efficiency and effectiveness to your charitable giving. 

Engaging your family: Philanthropy can be a good way to establish strong family values for your children. And if a philanthropic legacy is one of your goals, you may wish to involve your family. For those with more complex issues, a Refinance ventures can help facilitate conversations and approaches to bringing the family together. We can help you establish philanthropic goals and practices that create excitement and enthusiasm so you can make an impact now, and create a legacy that could last generations.We can also connect you to the right people like-minded peers and organizations that can be a resource for best practices, collaboration and opportunities for impact.


Donor Advised Funds

Making an impact starts with choosing the right structure for your philanthropic giving. A DAF can be a good alternative to setting up a private foundation.

Frequently Asked Questions

  • What does Refinance ventures being decentralized mean?

    Decentralized finance offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain. It's a system that removes the control banks, institutions and to a large extent, the govenment have on money, financial products, and financial services and runs on a digital/crypto currency payment system.

  • Refinance ventures being fully decentralized isn't claimed or owned by any individual or entity, but was an idea brought to live by a network of integrated blockchain validators and portfolio managers operating on smart contracts.

  • A smart contract is a computer program or a transaction protocol stored on the blockchain which is intended to automatically execute, control or document legally relevant events and actions according to the terms of a contract or an agreement. They typically are used to automate the execution of an agreement so that all participants can be immediately certain of the outcome, without any intermediary’s involvement or time loss. They can also automate a workflow, triggering the next action when conditions are met.

  • Refinance ventures is a protocol backed by blockchain and runs on smart contracts, hence payments and transactions are carried out through cryptocurrencies such as bitcoin(btc), ethereum(eth), ripple(xrp), binance token(bnb) and stablecoins such as usdt and usdc.

  • Cryptocurrencies such as bitcoin, ethereum, ripple(xrp), binance token(bnb) and stable coins such as usdt or usdc.

  • Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

  • While the minimum investment required varies from investment firm to investment firm,at Refinance ventures, portfolios with a minimum of $25k, have a personal wealth manager assigned to them. Wealth management is designed for clients whose financial situations warrant the personal attention of a financial professional but at Refinance ventures, every investor has access to contact a wealth manager for a free consultation.

  • There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.

  • Alternative investments are investments specifically meant for accredited investors who are wealthier than normal retail investors. Such investments are made in assets that do not fall under traditional asset classes, like individual stocks, bonds, etc. The lower market correlation makes these investments less volatile, and hence these turn out to be a hedge against inflation for investors. These non-conventional investments are classified as tangible (real estate, precious metals, commodities, etc.) and intangible (private equity, hedge funds, cryptocurrency, etc.).

  • Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.

  • The exchange-traded funds or ETFs are investments that fall between alternative and traditional investments. It lets investors enjoy alternative investment opportunities while not facing any illiquidity issues. In addition, unlike other alt funds, ETFs are well-regulated and could be easily managed, sold, and converted to cash.

  • Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes. Strategies such as Roth IRA conversions, asset location, tax-loss harvesting, or revisiting your gifting and estate plans may help you grow your wealth and preserve your legacy.

Philanthropy

When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you. Giving back is often an essential part of a life plan as well as a financial plan. It’s why we offer a wide range of philanthropic services and advice. We can help you articulate the impact you want to have and the amount you want to give, and identify the structure that’s right for you. No matter where you are in your giving journey, our goal is always the same to help you create the impact you want to have in a way that works well with your overall financial plan.

Philanthropy can be one of life’s most rewarding and meaningful endeavors. When done well, it creates tremendous, positive change in the lives of others. Whether you’re just beginning your philanthropic journey, or are a highly sophisticated donor, we are here to help you achieve the impact you envision.To help you practice strategic philanthropy, we provide thought leadership pieces, research and advice around many aspects of giving. If you have more complex philanthropic goals, Dfinance can guide you through issues such as engaging the next generation and deciding between charitable giving vehicles.

Starting with your philanthropic goals: No matter how simple or complex your giving strategy may be, articulating your goals will help you get the most out of your philanthropy. Once you have a vision in place, we’ll help you think about what approaches are most effective in making an impact, aiming to bring efficiency and effectiveness to your charitable giving. 

Engaging your family: Philanthropy can be a good way to establish strong family values for your children. And if a philanthropic legacy is one of your goals, you may wish to involve your family. For those with more complex issues, a Refinance ventures can help facilitate conversations and approaches to bringing the family together. We can help you establish philanthropic goals and practices that create excitement and enthusiasm so you can make an impact now, and create a legacy that could last generations.We can also connect you to the right people like-minded peers and organizations that can be a resource for best practices, collaboration and opportunities for impact.


Donor Advised Funds

Making an impact starts with choosing the right structure for your philanthropic giving. A DAF can be a good alternative to setting up a private foundation.

Frequently Asked Questions

  • What does Refinance ventures being decentralized mean?

    Refinance ventures offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks by using smart contracts on a blockchain. It's a system that removes the control banks, institutions and to a large extent, the govenment have on money, financial products, and financial services and runs on a digital/crypto currency payment system.

  • Refinance ventures being fully decentralized isn't claimed or owned by any individual or entity, but was an idea brought to live by a network of integrated blockchain validators and portfolio managers operating on smart contracts.

  • A smart contract is a computer program or a transaction protocol stored on the blockchain which is intended to automatically execute, control or document legally relevant events and actions according to the terms of a contract or an agreement. They typically are used to automate the execution of an agreement so that all participants can be immediately certain of the outcome, without any intermediary’s involvement or time loss. They can also automate a workflow, triggering the next action when conditions are met.

  • Refinance ventures is a protocol backed by blockchain and runs on smart contracts, hence payments and transactions are carried out through cryptocurrencies such as bitcoin(btc), ethereum(eth), ripple(xrp), binance token(bnb) and stablecoins such as usdt and usdc.

  • Cryptocurrencies such as bitcoin, ethereum, ripple(xrp), binance token(bnb) and stable coins such as usdt or usdc.

  • Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.

  • While the minimum investment required varies from investment firm to investment firm,at Refinance ventures, portfolios with a minimum of $25k, have a personal wealth manager assigned to them. Wealth management is designed for clients whose financial situations warrant the personal attention of a financial professional but at Refinance ventures, every investor has access to contact a wealth manager for a free consultation.

  • There are a number of things one can do in an effort to protect wealth, such as retirement planning, estate planning (including developing a plan for the orderly transfer of wealth to your heirs), being more tax-efficient, or exploring the addition of fixed income investments to a portfolio.

  • Alternative investments are investments specifically meant for accredited investors who are wealthier than normal retail investors. Such investments are made in assets that do not fall under traditional asset classes, like individual stocks, bonds, etc. The lower market correlation makes these investments less volatile, and hence these turn out to be a hedge against inflation for investors. These non-conventional investments are classified as tangible (real estate, precious metals, commodities, etc.) and intangible (private equity, hedge funds, cryptocurrency, etc.).

  • Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.

  • The exchange-traded funds or ETFs are investments that fall between alternative and traditional investments. It lets investors enjoy alternative investment opportunities while not facing any illiquidity issues. In addition, unlike other alt funds, ETFs are well-regulated and could be easily managed, sold, and converted to cash.

  • Depending on your personal situation, there are a number of ways to potentially reduce or defer the taxes you pay on your investments. These can include finding ways to reduce or defer income, capital gains, and estate taxes. Strategies such as Roth IRA conversions, asset location, tax-loss harvesting, or revisiting your gifting and estate plans may help you grow your wealth and preserve your legacy.