New name. Same mission. Introducing DAFgiving360™.
Account overview and tutorials
See how simple it is to open and use a donor-advised fund (DAF) account with DAFgiving360™.
How to open an account
How to open an account
View the steps to open an account within minutes.
How to contribute to your account
How to contribute to your account
Learn how to give cash, securities, and other assets to your account.
How to invest and rebalance
How to invest and rebalance
See how easy it is to rebalance invested assets.
How to grant
How to recommend a grant
Support your favorite charities in five steps.
How to access giving records
How to access giving records
Keep track of contributions and grants.
Simple
- Open an account within 24 hours.
- Get started with an irrevocable contribution of cash, securities, or other non-cash assets.
- No minimum initial contribution.
Tax-Smart
- Get a current-year tax deduction.
- Minimize capital gains tax.
- Contribute cash, securities, or appreciated assets.
- Make additional contributions at any time.
Versatile
- Choose from a wide range of investment pools or manage your account with the help of an advisor.
- Receive acknowledgment for your grants or give anonymously if you prefer.
Convenient
- Recommend grants online or through the Schwab Mobile app.
- No minimum annual distribution requirement.
- Grant as much or as little as you want each year.
Establishes a Legacy
- Extend your philanthropy beyond your lifetime.
- Name your account to include your family (e.g., "The Garcia Family Fund").
- Name family members as successors to the account.
- Set up recurring gifts to ensure a legacy of charitable giving.
Ready to open an account?
Want to start giving with an account?
Program Policies
Review the formal guidelines to open an account, make contributions, invest, and grant
FAQs
Find the answers to your giving questions