September 15, 2026

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

7 timely actions to guide year-end charitable giving conversations 

The best year-end giving conversations start well before year-end. Historically, more than half of donor contributions to DAFgiving360® accounts occur from October through December, leaving little runway for late planning. Starting early gives you more time to uncover what matters to clients, explore tax-efficient giving strategies, and identify opportunities that might otherwise get overlooked. Use this checklist to get ahead of year-end planning and guide more thoughtful, strategic giving decisions, including through a donor-advised fund (DAF).

Disclosure

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

A donor's ability to claim itemized deductions is subject to a variety of limitations depending on the donor's specific tax situation. Consult a tax advisor for more information.

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.

The subsidiaries and affiliates of The Charles Schwab Corporation and DAFgiving360 do not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

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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