Retrieve the information you need to help your client complete a DAF transfer.
Your client can , 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:
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.
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 support@charityvest.org for any program or product-related matters.