Illustration of a parent and child planting a tree

Charitable giving resources for you

Helping you achieve maximum impact

Learn how DAFgiving360™ can help you maximize your philanthropic impact and increase your giving power.

Charitable guidance

With over 1.5 million charities in the U.S., choosing a charitable cause can be challenging. We offer resources and tools to help you identify, explore, and give to charities most meaningful to you. You may also download the DAFgiving360 Giving Guide, a powerful new tool to help you build a strategic giving plan, no matter where you are in your philanthropic journey.

Tax-smart giving

Minimize taxes while maximizing charitable impact in three ways:

1) Contribute cash, securities, or other non-cash assets and be eligible for a current-year tax deduction, if you itemize

2) Potentially eliminate capital gains taxes on contributions of appreciated non-cash assets held for more than one year

3) Invest the assets for potential growth, tax free.
 

Investment options

Invest assets in your account for potential growth, tax-free, with the objective of having even more to give to charity. Make an investment recommendation from a diverse range of investment pools with a core account. Or, for accounts with $100,000 or more, recommend an advisor to manage a broader range of options with a professionally managed account.

Fees and minimums

It costs nothing to open a core account, nor are there any contribution minimums. An account at DAFgiving360 is cost-effective with competitive administrative fees covering the expenses of operating a donor-advised fund and investment fees which vary based on the size of the account. The minimum grant recommendation is $50.

Ready to open an account?

Is a donor-advised fund right for me?

Find out if a donor-advised fund is the right fit for you – as your primary charitable vehicle or a complement to a private foundation.

FAQs

  • Simple: Get started with an irrevocable contribution of cash, securities, or other non-cash assets.
  • Tax-smart: Get a current-year tax deduction, minimize capital gains tax, and more.
  • Versatile: Choose from a wide range of investment pools, manage your account with the help of an advisor, and receive acknowledgment of your grants.

Answer simple questions to help you assess whether or not a donor-advised fund, a private foundation — or a combined approach — is right for your charitable goals. Learn more.

Explore the differences between a donor-advised fund and a private foundation. Access our Giving Guide.

Contact us

To talk with a DAFgiving360 specialist, please call 855-966-3764.

 

 

Disclosure

Market fluctuations may cause the value of investment fund shares held in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the funds.

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

A donor opening a professionally managed account must recommend an independent investment advisor, who, if approved by DAFgiving360, will manage the assets contributed to the account. Advisors must meet certain eligibility requirements, including working with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation, and agree to the Investment Advisory Agreement.

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