Maximize your impact with the Giving Guide
The DAFgiving360 Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey.
The DAFgiving360™ Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey.
Organized into five sections, you may delve into topics most meaningful to you and answer guiding questions that will help inform your giving strategy. The Giving Guide includes information, resources, and activities to help you:
- Define your charitable mission
- Create a giving budget
- Involve your family
- Choose giving vehicles
- Find charities that support your areas of interest
By engaging in activities throughout the Giving Guide, you will generate a structured plan that may be reviewed with your family and advisors. Revisit the guide as frequently as you wish to reflect upon your plan or update your giving goals.
Frequently Asked Questions
The Giving Guide is a self-guided, interactive tool that walks donors through key considerations in building a strategic approach to charitable giving. This comprehensive resource is organized into five core sections with activities that donors can complete independently or alongside family members and advisors. By the end of this guide, donors can walk away with a complete charitable giving guide that they can reference for future giving.
The Giving Guide is designed to be flexible and reusable, allowing donors to revisit and refine their giving plans as priorities evolve. Many donors review their giving plans annually, typically around the end of the year and tax season, and update it based on their current financial goals.
Creating a charitable giving plan involves donors reviewing how donations might align with their values, goals, and financial strategy. Donors may consult other people on their plans, including family members and financial and tax advisors. Some topics to consider when creating a charitable giving plan include defining your mission, budget, giving vehicles, charities, etc. The DAFgiving360 Giving Guide provides a step-by-step framework and interactive tools to help donors build a comprehensive, thoughtful giving plan.
The DAFgiving360 Giving Guide addresses many of the most common questions donors face, including:
- Defining a charitable mission and values
- Establishing a giving budget
- Identifying causes and organizations to support
- Involving family members in philanthropic decision making
- Evaluating impact and refining a giving strategy over time
Each section is designed to help donors move from intention to action with greater clarity and confidence.
The Giving Guide is designed for:
- Individual donors and families
- Advisors supporting philanthropic planning conversations
- Donors new to charitable giving as well as those seeking to refine an existing strategy
Yes. Contributions to qualified charitable organizations, including donor-advised fund (DAF) accounts, can provide several tax advantages. Learn more about how to maximize your philanthropic impact and reduce your tax burden in our tax law changes article here. Consult a tax advisor to understand how these benefits apply to your personal situation.