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METHOD OF CHARITABLE GIVING/INVESTING

机译:慈善捐赠/投资方法

摘要

In an effort to increase charitable giving, a method of systematically linking investing with giving by designing a fee structure within an investment whereby a part of the fee is automatically transferred to a donor-advised account within a charitable community foundation. A charitable liaison will usually introduce a donor to this process of charitable giving/investing. In addition, the donor will often have an investment advisor. Both the charitable liaison and the investment advisor will receive a part of the fee associated with the investment. If the form of investment is a mutual fund, then the fund manager will also be compensated from a part of the fee. In an alternative method, a credit card or debit card may also be utilized to systematically link charitable giving with consumer purchases. In the credit/debit card context, a part of the fee equal to the difference between what a consumer charges and what the card issuer pays to the merchant is given to a charitable community foundation and directed to a donor-advised account within such foundation.
机译:为了增加慈善捐赠,一种通过设计投资中的费用结构来系统地将投资与捐赠联系起来的方法,从而将一部分费用自动转移到慈善社区基金会内的捐赠者建议的帐户中。慈善联络通常会向捐赠者介绍这一慈善捐赠/投资过程。此外,捐助者通常会有一位投资顾问。慈善联络人和投资顾问都将获得与投资有关的部分费用。如果投资形式是共同基金,那么基金经理也将从部分费用中获得补偿。在替代方法中,还可以使用信用卡或借记卡来系统地将慈善捐赠与消费者购买联系起来。在信用卡/借记卡的情况下,一部分费用等于消费者收取的费用与发卡行支付给商人的费用之间的差额,这笔费用的一部分提供给慈善社区基金会,并定向到该基金会内的捐助者建议的帐户。

著录项

  • 公开/公告号IN2004DN03015A

    专利类型

  • 公开/公告日2009-10-30

    原文格式PDF

  • 申请/专利权人

    申请/专利号IN3015/DELNP/2004

  • 发明设计人 MICHAEL L CANNEY;

    申请日2004-10-04

  • 分类号G06Q99/00;

  • 国家 IN

  • 入库时间 2022-08-21 19:27:35

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