Charitable giving and planning
Guide your clients to give more strategically with a DAFgiving360™ donor-advised fund (DAF) account. This tax-efficient approach can help clients give more to the causes they care about.
Enhance your offer with DAFgiving360
There's a good reason 88% of advisors offer charitable planning:1 Your clients, your firm, and people all around the world may benefit. And clients love giving back, with 85% of high-net-worth households giving an average of $35k to charity in 2022.2
As an industry leader, DAFgiving360 is dedicated to making charitable giving more simple and efficient by providing tax-smart, donor-advised fund accounts and philanthropic resources. It's an easy way to increase your clients' giving power while also deepening your client relationships, expanding your role as a trusted advisor, and building connections with extended family members. That's why nearly 4,000 independent advisory firms choose DAFgiving360 to help clients maximize their charitable impact.3
A simple solution for you and your clients
Gain access to DAFgiving360, a powerful turnkey solution to support your clients' philanthropy that includes:
- An onboarding team, including a dedicated DAFgiving360 Charitable Consultant and a Charitable Strategist to help you and your clients
- Seamless integration with your firm through Schwab Advisor Center®, making it easy to manage client accounts in one place
- The ability for clients to manage their DAF accounts online through Schwab Alliance
- Award-winning resources that enable you to incorporate charitable giving into your clients' wealth management strategy
- Additional support for ultra-high-net-worth donors and family offices
How a donor-advised fund works
A DAF account at DAFgiving360 is a simple, tax-smart way for clients to support their favorite charities. Beyond cash, clients can contribute appreciated assets such as stock and real estate to DAFgiving360, deducting their fair market value and potentially eliminating capital gains tax. This may increase the amount available for charity by up to 20%.
Plus, any potential investment growth within the account is tax-free, further increasing the charitable impact. For accounts with $100,000 or more, you can provide customized investment management and assess an advisory fee for your professional services.4
Insights and education
Learn more about how DAFgiving360 can help you build meaningful connections with clients and allow them to maximize their philanthropic impact.
Contact
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Already custody with Schwab? Get started with DAFgiving360 today.
DAFgiving360 offers strategic philanthropic guidance and various resources to help you integrate charitable planning into your wealth management approach.
Request an information kit to take the next step, or visit DAFgiving360's website to learn more.
Call 855-966-3764 to get in touch with a specialist at DAFgiving360.
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See what sets Schwab apart
Access to DAFgiving360 (an independent 501(c)(3) public charity) is just one reason why Schwab is a custodian of choice. We offer best-in-class technology, transition support, and continuing education to help advisors fully realize their dreams of independence.
Ready to learn more? We'd love to talk with you about all the ways we can support your firm.
1. The 2024 RIA Benchmarking Study from Charles Schwab, fielded from January to March 2024 contains self-reported data from 1,304 firms. Results are for firms with $250 million or more in assets under management.
2. The 2023 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households.
3. As of June 30, 2024.
4. Not to exceed 1% of account assets per year.
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.
A donor opening a professionally managed account must recommend an independent investment advisor, who, if approved by DAFgiving360, will manage the assets contributed to the account. Advisors must meet certain eligibility requirements, including working with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation, and agree to the Investment Advisory Agreement.