New name. Same mission. Introducing DAFgiving360™.
Tools to deepen client relationships
Advisor resources for tax-smart philanthropy
Charitable planning is an important topic to discuss with your clients, especially if they’re facing extraordinary taxable events this year. To help in that regard, DAFgiving360™ developed this collection of tools and resources. Explore the content below to take your conversations deeper and support your clients’ philanthropy.
Resources for you
We want to make it easy for you to talk to your clients about charitable giving and get to know them on a more personal level. Here are some resources to help you guide those conversations, provide additional value to your clients, and ultimately extend your relationships.
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Year-end giving strategies
Explore ways to initiate philanthropic conversations with your clients before the end of the year.
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How a DAF account works
See how a DAF account can help your clients make their giving simpler and more strategic.
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Disaster relief
Learn more about current disaster relief efforts for communities abroad and in the U.S.
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Conversation starters
Read tips to initiate meaningful charitable giving discussions with your clients.
Resources Row Two
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Tax savings calculator
Use this tool with your clients to see if bunching contributions makes sense for them.
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Giving Guide
Explore this award-winning guide with your clients to help them develop a comprehensive giving strategy.
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Family philanthropy series
Learn strategies to navigate family philanthropy and pass-down charitable values with this award-winning series.
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Ready to connect?
We’re here to answer your questions, provide helpful insights and information, and support you.
Strategies and supporting materials to share with clients
DAFgiving360 is committed to providing materials like these to help educate donors and make charitable giving more tax-smart, simple, and efficient. You're welcome to share these items with your clients and prospects.
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Bunching contributions
Help clients understand the tax benefits of bunching charitable contributions.
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Foundation evaluation
Explore considerations for clients thinking about opening or converting a private foundation.
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Family philanthropy
See strategies to involve family members, pass down values, and leave a legacy.
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Non-cash contributions
Show clients how to maximize charitable impact by donating appreciated non-cash assets.
Resources to manage DAF accounts at DAFgiving360
Here are some commonly accessed tools and resources for clients with an existing DAF account or those who are considering opening one.
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Forms and applications -
Other account detailsAccess other relevant information for managing DAF accounts.
Related Resources row two
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How-to videosSee how simple it is to give through DAFgiving360.
- How to open an account
- How to contribute to an account
- How to invest and rebalance
- How to recommend a grant
- How recordkeeping works
- Share donor versions of tutorials
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Year-end guidelinesRefer to critical dates to ensure contributions and grants are processed by year-end.
Ready to connect with us? Submit this form to ask a question or request an advisor information kit.