DAF educational resources

Offer your clients resources to learn about purposeful giving through donor-advised funds.

Depending on your client's depth of knowledge on the topic of donor-advised funds and purposeful philanthropy, we recommend these resources to help them make the most of your firm's custom giving platform.

Giving quiz

Charityvest | Your Modern Charitable Giving AccountCharityvest

Particularly if your client is new to the world of donor-advised funds, the Charityvest giving quiz can help them understand the benefits of a DAF given their charitable and financial goals.

You can invite your client to complete this quiz independently, and share their results, or to do so alongside you. We believe it can prompt meaningful discussion and encourage their commitment to your giving plan.

It includes the following questions:

Question 1

Which description best reflects where you are in your giving journey today?

Answer Selection:

1. Novice Giver: Give rarely, skeptical, limited awareness.

2. Aspirational Giver: Give occasionally, crisis response, informal

3. Committed Giver: Give often, intentional

4. Advanced Giver: Give often, leverages tax strategy, legacy planning

Question 2

One of the main reasons folks use a donor-advised fund is simply that it’s a better way to manage your giving. Based on your situation, which of the following benefits would you be interested in?

Answer Selection:

• One dashboard, one receipt

• Giving with others

• Accountability and advice

• Planning for future giving opportunities

Question 3

Donor-advised funds also unlock a number of tax-advantaged giving strategies. Choose any statements that apply to you and we’ll match you with the right tax strategy resources.

Answer Selection:

• I want to optimize my tax deductions and charitable giving.

• I have appreciated assets I could give, like publicly-traded stock or crypto.

• I have complex assets I could give, like privately-held stock, life insurance, or real estate.

• I want to manage tax liability on a future bonus, windfall, or liquidity event.

Question 4

Consider taking a bold next step in your giving journey by selecting at least 1 goal below.

Answer Selection: By the end of the year, I will:

• Identify a new charity to support regularly

• Make giving a habit

• Learn about ways to increase my giving ability

• Create a giving plan

• Consider giving in my tax planning this year

• Reach my goal of giving % of my income this year

Informational videos

CharityvestYouTube

In a world where we all have increasingly short attention spans, video content on digestible topics is a great option for communicating specific information to your clients on an as-needed basis.

Here are some videos that may be relevant to your client community:

• Intro to Charityvest: The Premier Donor-advised Fund for All

• What is a donor-advised fund (DAF)? Why should you use a DAF?

• Stock and Crypto Giving Basics | The Most Tax-Advantaged Way to Donate

• The Bunching Strategy: Greater Income Tax Deductions, Greater Giving

Learning center

Charityvest | LearnCharityvest

The Charityvest Learn Center features collections of articles curated by topic to support education on purposeful giving. Here are the collections as they may be relevant to your client community at each stage of purposeful giving:

• Tax-efficiency:

  • Understanding DAFs

  • Tax-smart giving strategies

  • Stock & mutual fund giving

  • Charitable bunching or stacking

  • Giving complex assets

• Legacy:

  • Giving amounts & goals

  • Legacy & planned giving

  • Giving with friends & family

• Strategic charity:

  • Effective giving strategies

  • Discovering effective charities

  • Vetting and charity due diligence

DAFs 101: The definitive guide to donor-advised funds

Charityvest | DAFs 101: The definitive guide to donor-advised fundsCharityvest

For clients who are eager to understand all there is to know about donor-advised funds, we have designed a comprehensive primer guide on donor-advised funds. This may also be helpful as refresher material as you need it. It's contents include:

• What is a DAF?

• Who can open a DAF?

• How to use a DAF

• What charities can I support?

• Administrative benefits of a DAF

• Tax strategies for making the most of your DAF

• Enhanced impact with a DAF

• Frequently asked questions

Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest ([e-mail]) for platform-related matters.