New name. Same mission. Introducing DAFgiving360™.
Make a greater impact with DAFgiving360™
A donor-advised fund (DAF) from DAFgiving360™ is a simple, tax-smart investment solution for charitable giving.
You just set up an account with DAFgiving360 and contribute cash, securities, or appreciated assets. You’ll be eligible for a current-year tax deduction and can be more strategic about your giving decisions.
A tax-smart way to manage giving.
A tax-smart way to manage giving.
- Contribute cash, appreciated assets, or investments that have been held for more than a year without paying capital gains taxes.
- Contribute to your DAF account and grant to charity at any time, not just at year-end.
Make giving simple and efficient.
- Recommend grants quickly and easily through the DAFgiving360 Client Center or Schwab Mobile app.1
- We verify the charities and send them each a check along with a personalized grant letter featuring your own custom letterhead.
- Keep track of your contributions and grants online, plus access a simple and personalized annual report at tax time (view a sample).
Account fees and minimums.
Administrative fees, investment fees, and account minimums vary depending on the DAF account and how it's invested. There are different account types to best support your philanthropic goals and needs:
- There is no minimum contribution requirement to open a core account at DAFgiving360.
- Once you make an irrevocable contribution, you can give to charities immediately or you may invest your charitable assets for potential tax-free growth.
- A professionally managed account allows investors with $100,000 or more to select an investment advisor to manage the investments.
How a DAF account works
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1: ContributeOpen an account and contribute cash, appreciated assets, or investments.
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2: InvestInvest in one or more of our investment pools or recommend an investment advisor to manage your account.
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3: GrantRecommend grants to qualified U.S. public charities of your choice at any time.
