The DAF Advantage

Mar 17, 2020

We have the unique opportunity to watch charitably-minded donors give to charity over time. This provides us with an intimate look into how people use DAFs to support charity for a lifetime (and beyond).


We turn complex assets into charitable dollars
DAFs are built to unlock the charitable value of many types of assets, such as non-publicly traded stocks, real estate, private equity, insurance policies, artwork, and more. These types of donations can be complicated and risky, and many charities don’t have the resources to accept these assets. Our seasoned network of financial and tax professionals offer decades of experience with all types of complex assets. It’s also our policy to liquidate the assets at our earliest opportunity, which could mean the funds land in the account sooner and let you start granting to your favorite charities.
Learn more about contributing complex assets

Invest charitable dollars for growth and additional giving
When you contribute to a DAF, charitable dollars are invested, and hold the potential for additional tax-free growth. This often results in even more charitable dollars to support a charity through long-term granting. Now, think about that yearly check you send to charity. Could those funds grow through a DAF investment and provide even more for the causes you want to support?

You can even recommend that your DAF be invested in a way that supports your values, through our environmental, social, and governance (ESG) investing options.
Learn more about ESGs or other investments

We support your charitable goals for a lifetime and beyond
Many of our donors are life-long givers. They often express a desire to instill philanthropic values in their loved ones, and include them in charitable planning. Some may open smaller accounts for children or grandchildren, allowing them to make granting decisions with guidance. This ensures that the habit of giving back is set early and philanthropic values are passed on to the next generation. 

To ensure these values live on for generations, DAF advisor roles can be passed on to loved ones through a legacy plan. Including the next generation in your DAF account keeps loved ones involved, through long-term philanthropic action.
Learn more about legacy planning


Let us know

Talk to us about your charitable goals and which assets you hope to donate when opening an account. We will work with you and your financial advisors to discuss the benefits of giving complex assets that no longer serve you. Once the account is funded, we can help you set up legacy plans and life-long granting.


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Maintenance fee may be applied

Accounts having a balance below $25,000 may be subject to an annual maintenance fee of $250.


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Our premier clients enjoy reduced pricing to further maximize their impact.

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