Exploring a private foundation conversion

A donor-advised fund account may be an effective complement or alternative to a private foundation. Consider the advantages of a donor-advised fund account to help facilitate your philanthropy. You can:

  • Recommend grants with more flexibility while increasing privacy for your foundation
  • Lower costs by avoiding startup costs and reducing operating expenses
  • Hand off account administration and recordkeeping to DAFgiving360™ so you can focus on your charitable goals
  • Get preferential tax treatment, with a higher cap on deductibility limitations and real-property donations
  • Enable giving to organizations or causes that might not fit perfectly within foundation guidelines

Download the Private Foundations and Donor-Advised Funds Brochure

Disclosure

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.

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DAFgiving360™ is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code.

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

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