# DAF transfers Your client can[ initiate a DAF transfer independently](/how-clients-use-charityvest-for-advisors/contributions-to-fund.md#daf-transfers), though as a trusted stakeholder, they may wish for your assistance in moving some or all of their existing donor-advised fund assets to their account within your firm's custom giving program. {% embed url="" %} To complete a DAF transfer on behalf of your existing giving program clients: * Log in to your advisor account Dashboard. * Click on your client's name to expand their profile. * Click the Make a contribution button (only available once a client has accepted their invitation). * Select the Transfer a donor-advised fund button. * Follow the on-screen instructions to complete your client's DAF transfer. {% hint style="success" %} **Does your client's current DAF sponsor need more information to complete the transfer?** Your client's current DAF sponsor may contact Charityvest at if they would like to obtain ACH information to remit the transfer to us. {% endhint %} ## Tax considerations DAF transfers are not new charitable contributions, and are therefore not considered tax-deductible**.** When we process your client's DAF transfer, we will automatically mark it as not tax-deductible and it will not appear on their year-end tax statement. {% hint style="info" %} **Curious to learn more about your firm's custom DAF program?** Contact your firm's program manager for program-related matters or Charityvest () for platform-related matters. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client/daf-transfers.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.