DAF transfers

Retrieve the information you need to help your client complete a DAF transfer.

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 the Foundation Source DAF giving program.

To facilitate a DAF transfer on behalf of your existing DAF giving program clients:

• Log in to your PCA admin 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 retrieve the information needed for your client to complete their 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.

Tax considerations

DAF transfers are not new charitable contributions, and are therefore not considered tax-deductible. When Charityvest posts your client's DAF transfer, it will be automatically marked as not tax-deductible and it will not appear on their year-end tax statement.

Curious to learn more about the Foundation Source DAF program? Contact [e-mail] for any program or product-related matters.