How to transfer a donor-advised fund account

Can I transfer my donor-advised fund from another provider to DAFgiving360™?

If you have a donor-advised fund (DAF) account with another provider, you may be able to transfer those assets to a DAF account with DAFgiving360. This is typically done by recommending a grant from your existing DAF account to your new DAF account.

Below are the steps to complete a donor-advised fund to donor-advised fund (DAF-to-DAF) transfer.

The DAF transfer process step by step

1. Open a DAF account with DAFgiving360

Before initiating a transfer, you will first need to open an account with DAFgiving360. Once your account is established, you will receive your:

  • DAFgiving360 donor-advised fund account name
  • DAFgiving360 account number

You will need this information in the next step when submitting your grant recommendation from your existing DAF account.

2. Submit a grant recommendation from your existing DAF account

To transfer funds, log in to your donor-advised fund account with your other provider and submit a grant recommendation.

When submitting the grant recommendation online or through a paper form with your current provider, use the following information:

Grant to: Donor Advised Charitable Giving, Inc.
FEIN: 31-1640316
PH: 800-746-6216
Physical Address: 200 S 108th Ave, Omaha, NE 68154
Mailing Address: P.O. Box 2430, Omaha, NE 68103
Grant Purpose: This grant is for my DAFgiving360 donor-advised fund account: Account name and entire account number

Be sure to include your DAFgiving360 account name and entire DAFgiving360 account number.  This helps ensure the grant is correctly identified as a DAF-to-DAF transfer.


Note: You can grant the full account balance or a part of the account balance.
 

3. What happens after the transfer from one DAF account to another

Once the grant from your other donor-advised fund is received and processed, the funds will be contributed to your donor-advised fund account with DAFgiving360.


After the transfer is complete, you can:

Note: No new tax deduction can be taken since the asset transfer is not a new charitable contribution.

Need help transferring your donor-advised fund?

If you have questions about transferring a donor-advised fund or funding your account at DAFgiving360, our team can help guide you through the process.

Connect with a charitable specialist at 800-746-6216 or email ask@dafgiving360.org. 

Start your transfer

Open an account : opens in a new window

FAQs about transferring your DAF

Yes. In many cases, you can move funds from one donor-advised fund to another. You do this by recommending a grant from your current account to the new sponsoring organization.

Because donor-advised funds are administered by public charities, the transfer is processed as a charitable grant. The funds remain dedicated to charitable purposes.

Yes. Because donor-advised funds are backed by public charities, the transfer is usually processed as a grant. Funds move from one sponsoring organization to another.

Yes. Before initiating a transfer, you will first need to open a donor-advised fund account with DAFgiving360, so you can include your account name and account number in the grant recommendation.

You can contribute both cash and non-cash assets held more than one year. Various assets you might donate to a DAF include:

  • Publicly traded securities, like stocks, exchange-traded funds (ETFs), mutual funds, and bonds
  • Restricted or privately held stock
  • Real estate
  • Cryptocurrency
  • Fine art and collectibles
  • Life insurance
  • Post-IPO stock

Learn more about what you can donate in our overview article here.

You cannot claim a tax deduction when transferring assets from one DAF to another. Assets contributed to a DAF are eligible for a one-time charitable deduction. Assets transferred from one DAF provider to another aren’t a new charitable contribution.

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(0426-WHFX)

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