WARNING: Stocks are considered to be risky investments. Don’t use them with charitable planning.
If you are considering a charitable plan, such as a family foundation, a donor-advised fund (DAF), an SO, a charitable remainder trust (CRT), or a Millennial Farm with your financial organization, a bank, brokerage firm, or financial planner, STOP!!! Come look at what we are doing. It’s much better!
Our new 2023 foundation direction is to provide exciting, visionary, extremely low risk investments with your charitable plans. And your charitable plan will still achieve a high yield return, along with good growth while being considered less risky than the stock market.
We’re getting out of the stock market with our family foundations, DAFs, SOs, CRTs, and Millennial Farms. It’s too risky. We are now investing roughly 30% in precious metals (such as gold and silver) and 70% into high yield, income producing, hard asset investments (mostly developed income producing real estate, such as apartments, office buildings, and mostly long term and short term residential rentals.
No stocks, bonds, mutual funds, or stock market products. Our historical performance with income producing real estate investments has been stellar and has easily outperformed the stock market. Our high income producing hard asset investments (residential homes) over the past 15 years has been as good or better than anyone else in the country in yielding both high profits and tremendous growth (over 20% in annual cash return, and over 200% in equity growth). Come look at our performance. It will surprise you.
Charitable plans should not be invested in the stock market. It’s too volatile and the risks of substantial losses are too great. If you are considering a family foundation, a DAF, a CRT, a corporate foundation, a support organization foundation or a Millennial Farm, don’t do it until you look at what we can do for you that will dramatically improve your charitable giving.
Ben Schaub