New name. Same mission. Introducing DAFgiving360™.
To maximize the potential tax-free growth of your charitable assets, we offer a wide range of investment choices to meet your charitable giving goals and risk tolerance. You can choose from either a core account or a professionally managed account.
Core account offer
Donors may make investment recommendations for contributed, charitable assets. DAFgiving360™ offers a choice of 15 diverse investment pools from leading fund companies, carefully screened by the experts at the Schwab Center for Financial Research. Our lineup includes:
- Low-cost index pools across all major asset classes, designed to track a sector of a market
- Actively managed asset allocation pools that offer diversification in a single investment pool
- Actively managed socially responsible investment (SRI) pools that consider not only traditional measures of risk and return, but environmental, social, and corporate governance (ESG) factors as well*
- Actively managed single asset class pools ranging from short-term fixed income to international equity
- Tools and resources to effectively research, compare, and rebalance these investments
Core account options
- ASSET ALLOCATION POOLS
- SINGLE ASSET CLASS INVESTMENT POOLS
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>Money Market Pool>
- Money Market (SGUXX)
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>
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ASSET ALLOCATION POOLS>>SINGLE ASSET CLASS INVESTMENT POOLS>
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Not sure which to choose?
Professionally managed account offer
With this option, donors can recommend an independent investment advisor to provide customized investment management for accounts with balances of $100,000 or more.
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Publicly traded securities
An investment advisor may build and manage a portfolio using the full depth and breadth of Schwab’s investment options (subject to DAFgiving360 investment policies and oversight), including:
- Stocks, bonds, and CDs
- Mutual funds, ETFs, and notes
- Socially responsible investments
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Alternative investments
For our larger accounts, your advisor may recommend alternative investments, subject to review and approval by DAFgiving360, including:
- Hedge funds
- Private equity
- Venture funds
- Socially responsible investments
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