Charitable giving advisor tools and resources
Helping clients navigate charitable giving is an opportunity to strengthen relationships and deliver more strategic guidance. DAFgiving360® brings together a curated set of tools, insights, and resources designed to make those conversations easier — whether you’re introducing tax-smart strategies, exploring giving goals, or enhancing long-term planning. Use the resources below to simplify decision-making, add value to every interaction, and help your clients create greater charitable impact.
Start charitable conversations with clients
Help clients connect their goals to broader planning conversations with these advisor resources.
Tax planning questions
Use these conversation starters with your clients to introduce tax-smart giving strategies.
Charitable conversations guide
Read tips and get resources to initiate meaningful charitable giving discussions with your clients.
How a DAF works
See how a DAF account can help your clients make their giving simpler and more strategic.
Plan tax-smart strategies
Help clients maximize their giving with resources on tax-efficient charitable planning strategies.
Tax-smart IRA strategies
Explore two ways your clients can use a taxable IRA to maximize charitable impact and minimize taxes.
Bunching contributions
Help clients understand the tax benefits of bunching charitable contributions.
DAFs vs. private foundation
Explore considerations for clients thinking about opening or converting a private foundation.
Show your client’s giving impact
Give clients a clearer picture of their giving tools and guides that bring their philanthropic goals to life.
Donation calculator
Use this tool with your clients to see how a DAF account can help maximize their charitable impact.
Giving Guide
Use this tool with your clients to see how a DAF account can help maximize their charitable impact.
Family philanthropy series
Learn strategies to navigate family philanthropy and pass-down charitable values with this award-winning series.
Additional resources to manage DAF accounts
Find the resources your clients need to manage a donor-advised fund account, or open to open one for the first time.
Forms and applications
Get DAF account forms and applications. Visit the Forms library to ensure you are using the latest version.
Other account details
Access other relevant information for managing DAF accounts.
How-to tutorials
See how simple it is to give through DAFgiving360.
Year-end guidelines
Refer to critical dates to ensure contributions and grants are processed by year-end.