Charitable Equity Opportunities Account

Feel Good About Giving

Charitable Equity Opportunities Account

Feel Good About Giving

The Giving is on Us

The Global Advisers Charitable Equity Opportunities Account (CEO) is structured in a way that makes it easy for you to invest in a portfolio of companies that demonstrate a high-level of corporate giving, and make a donation to your favorite charity – using our money to make the donation, not yours.  We donate a large percentage of our fees to your favorite charity.

Whether you regularly donate to charitable organizations, or you’ve always wanted to donate but you either didn’t know where to begin, or you thought you didn’t have enough of your own money to make a donation yet still be able to pay your own bills at the end of the month, the Charitable Equity Opportunities account makes it possible for you to make a difference.

3-Year Annualized Time-Weighted Return.

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%

How It Works

Learn how easy it is to open an account, select your favorite charity, and begin making a difference.

How It Works

Learn how easy it is to open an account, select your favorite charity, and begin making a difference.

Our Commitment

Global Advisers is committed to solving economic and social issues, and enabling progress worldwide. The Charitable Equity Opportunities account reflects the firm’s ongoing commitment to philanthropy.

Your Role

When you open an account, you determine:

  • The amount of money you want to invest
  • The account type (individual, joint, IRA, corporate, trust)
  • The charity(s) that will receive the donation

 

Our Role

  • Provide professional account administration and portfolio management
  • Make regular, annual donations based on your preferences, using our money, not yours
  • Provide regular account and client service and support

 

Your Benefits

  • You keep 100% of all dividends and capital gains
  • Donations are made to your favorite charity without affecting your account balance or net-worth

Frequently Asked Questions

What is the minimum I need to invest?

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How Much Do We Donate?

You Select the Charity, We Donate Our Money

How Much Do We Donate?

You Select the Charity, We Donate Our Money

Determining the Donation Amount

The amount that the firm donates to your charity depends on the total value of the assets in your account. We take a percentage—minimum 25%—of the account management fee and donate it using our money, not yours.

Not one single penny of your account is used to make the donation.

Account Value $10,000
Account Value $50,000
Account Value $100,000
Account Value $500,000
Account Value $1,000,000
Account Value >$1,000,000
Our Donation $50
Our Donation $250
Our Donation $375
$1,250
Our Donation $2,500
Our Donation $2,500 + 10% of fee
By structuring the account in this manner, we set the parameters for potential growth, allowing you to keep any capital gains and/or dividends that are credited to the account. Doing it this way allows you to invest for the long-term, realize potential growth, and also allow you to feel good about supporting your favorite charity(s) without sacrificing your own income or lifestyle.
The firm is deeply committed to solving economic and social issues, and enabling progress worldwide. The Charitable Equity Opportunities account reflects the firm’s ongoing commitment to philanthropy.

What Will You Leave Behind?

What will your story say about you?

What Will You Leave Behind?

What will your story say about you?

Your Story is Your Legacy

The story that others will tell about you long after you are gone is the greatest legacy that you will leave to your family, to your friends, and to the world. It’s the longest-lasting legacy you will leave to your heirs. What will your story say about you?

Global Advisers Charitable Services

Interested in our services? Speak with a certified financial professional.

800-832-8514

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

Your Story is Your Legacy

The story that others will tell about you long after you are gone is the greatest legacy that you will leave to your family, to your friends, and to the world. It’s the longest-lasting legacy you will leave to your heirs. What will your story say about you?

Global Advisers Charitable Services

Interested in our services? Speak with a certified financial professional.

800-832-8514

Monday – Friday 8 a.m. to 8 p.m.
Saturday 10 a.m. to 4 p.m.
Eastern time

‡ Assumes equal dollar amounts of all securities held within the account between 01/01/2015 and 01/01/2018. Past performance does not indicate future performance or results.