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 [email protected] 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.
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