Advisor Toolkit: Donor-advised fund resources

This DAFgiving360® advisor toolkit brings together donor-advised fund (DAF) resources, client-ready materials, account information and conversation guides to help financial advisors introduce tax-smart charitable giving strategies.

Why DAFgiving360?

A DAF account with DAFgiving360 is an all-in-one giving solution—with no startup costs, low administrative fees, flexible granting options, and no minimum contribution requirement to open a core account. Fully integrated with Schwab Advisor Center®, you can manage everything in one place while delivering added value to your clients.

Support clients with related philanthropic resources

Our mission is to increase charitable giving in the U.S. We do this by offering a DAF account and related philanthropic tools and guidance. With DAFgiving360, you can help your clients: 

Client-ready resources

Looking for tools to help conversations take root with your clients? These related resources can help you personalize your guidance and deepen client relationships.

Donor brochure Client Giving Guide Granting guidelines Account tutorials

The essentials

Get up and running with tools and resources, including account forms and applications, investment support, and more.

Advisor forms Investment policy statement The Philanthropic Initiative report DAF Research Collaborative study

Get started today

Ready to dive in? Open an account online in minutes or connect with a professional for help.

Disclosure

*Results from 2025 RIA Benchmarking Study from Charles Schwab, fielded January to March 2025, for all firms with $250 million or more in AUM. Study contains self-reported data from 1,288 firms. Past performance is not an indicator of future results.

Contributions of certain real estate, private equity, or other illiquid assets may be accepted via a charitable intermediary, with proceeds transferred to a donor-advised fund (DAF) account upon liquidation. Call DAFgiving360 for more
information at 800-746-6216.

Market fluctuations may cause the value of investment fund shares held in a donor-advised fund (DAF) account to be worth more or less than the value of the original contribution to the funds.

(0726-E1TM)

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.

© 2026 Donor Advised Charitable Giving, Inc. All rights reserved.

(0425-LVF3) DAFgiving360 Tax ID number: 31-1640316