New name. Same mission. Introducing DAFgiving360™.
Help your clients make a greater impact
Why charitable giving matters
88% of advisors today offer charitable planning for their clients¹—and for good reason: Your clients, your firm, and perhaps the rest of the world may all benefit:
- It helps your clients maximize their philanthropic impact and minimize taxes
- You can expand your role as a trusted advisor, deepen your client relationships, and build connections with the next generation
- You and your clients can feel good about making a positive difference in the world and creating a lasting legacy
A simple solution for you and your clients
A donor-advised fund (DAF) from DAFgiving360™ is a simple, tax-smart investment solution for charitable giving. Learn why more than 4,600 independent advisors work with DAFgiving360 to support their clients' philanthropy.2 DAFgiving360 offers a powerful turnkey approach for you and your clients, including ultra-high-net-worth donors, family offices, and those with sophisticated needs.
How it works for your clients
Contribute
Donors open an account with contributions of cash, securities, or other assets. They can claim an immediate tax deduction if they itemize, and they can potentially eliminate capital gains taxes by donating appreciated assets held more than a year.
Invest
Assets in the account may be invested in our investment pools to maximize tax-free growth potential. For accounts over $100,000, donors can recommend an advisor to provide customized investment management.
Grant
Donors can recommend grants at any time to any qualified U.S. public charity—with any level of privacy or recognition. DAFgiving360 issues the grants and consolidates records.
How we support you
Seamless integration
It's easy to manage your clients' accounts since our online platform is fully integrated with Schwab Advisor Center®.
Charitable expertise
Your dedicated Onboarding Specialist, Charitable Consultant, and Charitable Strategist are available to support you and your clients at every stage.
Educational resources
We offer various tools and related resources to help you initiate meaningful charitable conversations and share tax-smart giving strategies with your clients.
Enhance your offer with DAFgiving360
Our donor-advised fund (DAF) account is a simple, tax-smart way for clients to give to charity, invest charitable assets for potential tax-free growth, and support charities now or over time. Plus, our DAF account enables your firm to provide these value-added services.
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Complex gift acceptance
Help clients unlock their wealth for charitable good. Our Charitable Strategists oversee the process, uncover tax efficiencies, and help your clients give up to 20% more.
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Investment options
Guide clients on how to invest their donor-advised fund account so it can potentially grow, tax-free. You can professionally manage the assets for accounts with $100,000 or more.
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Grant guidance
Support your clients' philanthropic goals. Work with us to maximize their impact through grant agreements, recurring grants, and local, national or international gifts.
Ready to connect with us?
Ready to connect with us?
DAFgiving360 is dedicated to helping you increase the impact of your clients' giving through strategic philanthropic guidance. We're here to answer your questions, provide information kits, and support you in any way we can.