New name. Same mission. Introducing DAFgiving360™.
Tools to deepen client relationships
Advisor resources for tax season
With new tax law changes in effect for 2026, now is an ideal time to initiate charitable planning conversations with your clients. 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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One Big Beautiful Bill Act
Learn how the new tax law may influence your clients’ charitable giving and tax planning in 2026 and beyond.
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Conversation starters
Read tips and get resources to initiate meaningful charitable giving discussions with your clients.
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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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Tax-smart IRA strategies
Explore two ways your clients can use a taxable IRA to maximize charitable impact and minimize taxes.
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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Life insurance donations
Learn two ways clients can donate life insurance policies and potentially reduce income or estate taxes.
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 applicationsGet DAF account forms and applications. Visit the Forms library to ensure you are using the latest version.
- Login to Schwab Advisor Center® to open a DAF account or access other forms
- See additional instructions and commonly-accessed advisor forms
- Share donor versions of forms
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Other account detailsAccess other relevant information for managing DAF accounts.
- Donor-advised fund fact sheet
- Account and investment options
- Fees and minimums
- Program policies
- Granting guidelines
- Explore charities
- Visit the Schwab Advisor Center Service Guide for additional guidance
Related Resources row two
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How-to tutorialsSee 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 to access giving records
- 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.
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