DAF transfers

Retrieve the information you need to make a DAF transfer on behalf of your clients.

Your client can initiate a DAF transfer independently, 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.

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.

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

Your client's current DAF sponsor may contact Charityvest at [e-mail] if they would like to obtain ACH information to remit the transfer to us.

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.

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.