# DAF transfers

Your client can[ initiate a DAF transfer independently](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/contributions-to-fund#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. 

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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.&#x20;
* Follow the on-screen instructions to complete your client's DAF transfer.

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**Does your client's current DAF sponsor need more information to complete the transfer?**

Your client's current DAF sponsor may contact Charityvest at <support@charityvest.org> if they would like to obtain ACH information to remit the transfer to us.
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## Tax considerations

DAF transfers are not new charitable contributions, and are therefore not considered tax-deductibl&#x65;**.** 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.&#x20;

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**Curious to learn more about your firm's custom DAF program?** Contact your firm's program manager for program-related matters or Charityvest (<support@charityvest.org>) for platform-related matters.
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