For charities

How to effectively engage donors with donor-advised funds

how to effectively engage donors

Other factsheets for charities

Benefits of donating appreciated non-cash assets

Help donors understand the benefits of donating appreciated non-cash assets to charity

Read an overview here (this PDF can be shared with donors).

How nonprofits are leveraging

thumbnail how non profits are leveraging

How nonprofits are leveraging donor-advised funds

Additional resources

  • DAF Direct

    Make it easier for donors to give

    DAF Direct enables donors to recommend grants through their donor-advised fund directly from your website.

  • chronicle of Philanthropy

    How to land donor-advised fund gifts

    Tips from the Chronicle of Philanthropy on engaging with donors who give through donor-advised funds.


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A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult your tax advisor for more information.

Schwab Charitable accepts illiquid assets for contribution on a case by case basis.

Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.