September 15, 2026

Download: 2026 year-end giving checklist for donors (PDF)

7 smart steps to plan more impactful, tax-efficient charitable giving

The best year-end giving plans start before year-end. Historically, more than half of donor contributions to DAFgiving360® accounts occur from October through December, making early planning especially important.  Starting early gives you more time to clarify what matters to you, explore tax-efficient giving opportunities, and make thoughtful decisions about how and when to give. Use this checklist to prepare for smarter, more strategic charitable giving in 2026, including through a donor-advised fund (DAF).

(0926-4ZGH)

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.

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