YePfuma Advisors Anofarira Marine uye Climate Solutions

Isu takagadzirira kushanda pamwe chete nevapi vezano vane hunyanzvi kubva kuhupfumi manejimendi, kupa kwakarongwa, zvemutemo, accounting, uye nharaunda dzeinishuwarenzi, kuti vagone kubatsira zvakanyanya vatengi vavo vanofarira kuchengetedza gungwa uye mhinduro dzemamiriro ekunze. Unogona kubatsira vatengi vako muzvinangwa zvavo zvemari kana tesitamende, isu tichibatana newe mukuvabatsira kuzadzisa zvinangwa zvavo zverudo uye chido chekuita mutsauko. Izvi zvinogona kunge zviri mumamiriro ekuronga zvivakwa zvavo, kutengesa bhizinesi kana sarudzo dzemasheya, kana kutonga nhaka, pamwe nekupa hunyanzvi hwekuchengetedza gungwa.

Kunyangwe mutengi wako achifarira kupa kuburikidza neTOF, ari kufunga nezvezvipo zvakanangana, kana ari kungoongorora sarudzo kuti adzidze zvakawanda, takazvipira kukubatsira iwe pamwe navo.

Isu tinopa nzira dzinochinjika, dzinoshanda, uye dzinopa mubairo dzekuzadzisa zvibodzwa zvemutengi wako.


Sei Kushanda neThe Ocean Foundation?

Isu tinopa hunyanzvi hwekuchengetedza marine philanthropy kune vatengi vako vane hanya nemahombekombe nemakungwa. Isu tinogona kuona vanopihwa uye mapurojekiti pasirese anowirirana nezvinangwa zvevatengi vako. Uyezve, isu tinobata kuchengetedza uye kushuma uye tinopa mutengi wako zvirevo zvekota uye kutenda kwezvipo nerubatsiro. Iri sevhisi yakasarudzika inouya pamwe chete nekubudirira kwese kwechiyero uye yakajairika philanthropic masevhisi eiyo nheyo yenharaunda inosanganisira:

  • Kutamiswa kwezvinhu
  • Kuchengeta rekodhi uye kushuma (kusanganisira zvirevo zvekota kune vatengi vako)
  • Kutenda kwezvipo uye zvipo
  • Professional grantmaking
  • Investment manejimendi
  • Dzidzo yevapi

Mhando dzezvipo

Zvipo TOF ZVINOGAMUCHIRA:

  • Cash: Kuongorora Account
  • Cash: Savings Accounts
  • Cash: Bequest (Chipo chechero mari kuburikidza nechido, kuvimba, inishuwarenzi yehupenyu kana IRA)
  • Musha
  • Mari Yemaketi Maakaundi
  • Masitifiketi eSitoko
  • zvisungo
  • Chitupa cheDeposit (CDs)
  • Crypto Mari kuburikidza neGemini Wallet (Mari inobviswa kana yangogamuchirwa neTOF)

Zvipo TOF HAZVIGAMUCHIRI:

  • Charity Gift Annuities 
  • Charitable Remainder Trust

Mhando dzeMari

  • Donor-Advised Funds
  • Yakatarwa Mari (kusanganisira Shamwari dzeMari yekutsigira yakasarudzika rubatsiro rwekunze)
  • Vanopa vanogona kumisa endowment uko mukuru anoiswa mari uye magrants anoitwa kuburikidza nemubereko, migove uye mibairo. Iyo diki yepakati peiyi i $2.5M. Zvikasadaro, mari isiri-endowment imari inowanikwa ipapo kuti ipe.

Options Investment

TOF inoshanda neCitibank Wealth Management uye Merrill Lynch, pakati pemamwe maneja ekudyara. Mari yekudyara inowanzo 1% kusvika 1.25% yekutanga $ 1 miriyoni. Isu tinochinjika mukushanda nevanopa sezvo ivo vachiwana yakanakisa yekudyara mota kwavari.

Infrastructure uye Administrative Fee

Non-Endowed Funds

TOF inobhadharisa kamwe chete 10% muripo pawakagamuchira midziyo kubva kumupi kune asina kupihwa maakaundi (ayo asingasviki $2.5M). Pamusoro pemaakaundi asina kupihwa tinochengeta mari yaunenge wawana, iyo inoshandiswa kubhadhara mari yekutonga yeTOF, zvichitibatsira kuti mari yedu irambe yakaderera.

Endowed Funds

TOF inobhadharisa mari yenguva imwe chete yekuseta ye1% payakagamuchira zvinhu kubva kune anopa maakaundi eakaunzi (ayo emadhora 2.5M kana kupfuura). Maakaundi eakaunzi anochengeta mhindu yaanowana, mibairo kana mibairo inoshandiswa pakuita rubatsiro. Mari yegore negore yekutonga ndiyo yakakura: makumi mashanu mapoinzi (50/1 ye2%) yeavhareji kukosha kwemusika, kana 1% yezvipo zvakabhadharwa. Mari yacho inotorwa mwedzi wega wega uye yakavakirwa paavhareji yemusika kukosha kwekota yapfuura. Kana mari yose yakaunganidzwa kwegore iri pasi pe2.5% yezvipo zvakabhadharwa, saka homwe yacho ichabhadhariswa mutsauko muchikamu chekutanga chegore rinotevera. Mari yekupihwa kwemunhu wega $2.5 kana kupfuura i500,000%. Mari shoma yegore negore i $1.


Yako Yekuda Diligence Center

Yakarongwa Kupa Bequest Samples

The Ocean foundation Tax-Exempt Status Letter

YEDU GUIDESTAR LISTING

Yedu Charity Navigator Chinyorwa

Chipo cheKukosheswa Stock Form

Mishumo Yedu Yegore

Nhengo dzeBhodi Rokuvhota Dzakazvimirira

Iyo Ocean Foundation mitemo pari zvino inobvumira nhengo gumi neshanu dzebhodhi paBhodi redu reVatungamiriri. Panhengo dzebhodhi dziripo, makumi mapfumbamwe muzana vakazvimiririra zvizere vasina hukama hwezvinhu kana pecuniary neThe Ocean Foundation (muUS, vekunze vakazvimiririra vanoita 15% yemabhodhi ese). Iyo Ocean Foundation harisi sangano renhengo, saka nhengo dzebhodhi redu dzinosarudzwa nebhodhi pachayo; havagadzwe naSachigaro weBhodi (kureva kuti iri ibhodhi rinozvimiririra). Imwe nhengo yebhodhi redu ndiye Mutungamiri anobhadharwa weThe Ocean Foundation.

Charity Navigator

Tinodada kuti takawana mwero wenyeredzi ina pa Charity Navigator, sezvo ichiratidza kuzvipira kwedu kuita pachena, kuburitsa mishumo, uye hutano hwemari. Isu tinokoshesa kufunga uye kujeka kwave kuita Charity Navigator sezvo ichinyatso shandura ma metric ayo anoyera kushanda kwemasangano. Isu tinofunga kuti ma metric arinani anobatsira munhu wese kuona kuti ari kuenzanisa maapuro nemaapuro kana achiongorora masangano.

Pamusoro pezvo, kubva mugore regore ra2016 takachengetedza Platinum level Guidestar, mhedzisiro yechirongwa chedu cheMonitoring and Evaluation chirongwa chatinoshanda kuyera maitiro edu akananga uye kushanda. Isu takachengeta zvakare Platinum Chisimbiso cheTransparency kubvira 2021.

Kuti uwane mamwe mashoko, taura:

Jason Donofrio
Chief Development Officer
[email inodzivirirwa]
+1 (202) -318-3178

Iyo Ocean Foundation ndeye 501(c)3 - Mutero ID #71-0863908. Mipiro ndeye 100% mutero unobviswa sekubvumidzwa nemutemo.

Tarisa uone yakasarudzika donor masevhisi TOF yakapa munguva yakapfuura:

Landscape mufananidzo wegungwa nemakore