Insight Center (DAFgiving360)

Help clients make a greater impact

DAFgiving360™ is an independent 501(c)(3) public charity with a mission to increase charitable giving in the U.S. They provide a tax-smart and simple giving solution of a donor-advised fund (DAF) account to donors and financial advisors.

Crypto Donations: a Tax-Smart Strategy for Your Clients

Donating cryptocurrency investments can be a unique opportunity for your clients to maximize the impact of their giving.

Tips for Helping Clients Donate Real Estate

A tax-smart approach to maximize your clients’ philanthropic impact.

10 Ways To Help Clients Give More to Charity and Reduce Taxes

Integrating charitable planning into 2025 financial and tax planning.

Advisor Tips for Charitable Planning Conversations

11 topics (and conversation starters) to bring up with your clients, plus additional resources to take the discussions further.

Maximizing Your Clients’ Charitable Impact Through a Life Insurance Donation

Two ways to donate an unneeded policy.

Planning Charitable Gifts? Don’t Forget Non-Cash Contributions

When discussing what your clients might donate to charity, consider appreciated non-cash assets.

DAFgiving360^TM is the name used for the combined programs and services of Donor Advised Charitable Giving, Inc., an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation. DAFgiving360 is a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1) (A)(vi) of the Internal Revenue Code.

Contributions made to DAFgiving360 are considered an irrevocable gift and are not refundable. Once contributed, DAFgiving360 has exclusive legal control over the contributed assets.

DAFgiving360 does not provide legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.
©2025 Donor Advised Charitable Giving, Inc. All rights reserved. (0225-KFC3)