Forms and applications for advisors
DAFgiving360™ offers two types of accounts:
- Core accounts: The funds are invested in a selection of prescreened, competitive investment pools. There is no minimum contribution amount required, so it's simple to open an account and experience how easy it is to give through DAFgiving360.
- Professionally managed accounts: For accounts with balances of $100,000 or more, advisors can create a customized investment portfolio and may charge an advisory fee to manage the assets in the account.*
Once your client is ready to open their donor-advised fund (DAF) account, you can assist them with the application process.
Effective February 25, 2026, DAFgiving360 has four updated forms for opening and managing a donor-advised fund (DAF) account:
New Account Application for a Donor-Advised Fund Account
New Account Application for Clients Associated with an Investment Advisor
Establish or Update Succession Plan
Update Donor-Advised Fund Account Information
Previous versions of these forms will not be accepted after February 24, 2026.
If you are an investment advisor working with Schwab Advisor Services™, a division of Charles Schwab & Co., Inc., all DAFgiving360 forms and applications can be found on the Schwab Advisor Center® website (login is required). Visit the Forms library to ensure you are using the latest version of forms.
Open a DAFgiving360 account online in Schwab Advisor Center
Access additional DAFgiving360 forms
Manage charitable accounts on DAFgiving360 Charitable Center
Additional Resources
For additional instructions on how to open and manage an account using Schwab Advisor Center, view our Advisor Tutorials page.
If you have any questions about the forms or which form you should be using, please contact DAFgiving360 at 800-746-6216.
If you are not currently a registered investment advisor with Charles Schwab Advisor Services, please contact advisorservices.schwab.com or call 877-687-4085 for more information.
Related resources
Related resources
- Review the Investment Policy Statement to get the facts about managing assets.
- If you are opening a Professionally Managed Account, you will need to complete the Investment Advisory Agreement. Additionally, if you are intending to be both a Professional Account Manager AND Agent, you will also need to complete the Agency Agreement for Conveying Donors Grant Recommendations.
- Clients can manage their account online by logging into their account via our website, Schwab.com, or Schwab Alliance, or they can access donor forms here.
- Clients who itemize deductions for non-cash contributions to a donor-advised fund account exceeding $500 can refer to Information for Completing IRS Form 8283.
- View delivery instructions for sending forms, wire transfers, electronic fund transfers, or other documents to DAFgiving360.