DAF Transfers
Transfer your DAF to Charityvest and enjoy a modern giving experience.
Last updated
Transfer your DAF to Charityvest and enjoy a modern giving experience.
Last updated
Many donors create a Charityvest fund to try out our experience and ultimately decide to move some or all of their existing donor-advised fund assets to us. Reasons we've heard include:
A better tech-enabled self-service experience
Live chat support
We would be honored to accept a transfer of some or all of your existing donor-advised fund assets from another donor-advised fund sponsor.
Sign up for a free account with Charityvest if you haven't already.
Make a grant recommendation from your existing DAF to Charityvest, Inc. (EIN: 81-2771871) for the amount you wish to transfer, up to your full balance. In the grant notes, please include the email address associated with your Charityvest account. We'll use this to assign your transfer to the correct Charityvest account.
We will let you know when it arrives. As soon as we receive your grant, we will notify you via email and deposit the funds into your account.
Does your current DAF sponsor need more information to complete the transfer?
Your current DAF sponsor may contact us at support@charityvest.org if they would like to obtain ACH information to remit the transfer to us.
DAF transfers are not new charitable contributions, and are therefore not considered tax-deductible. When we process your DAF transfer, we will automatically mark it as not tax-deductible and it will not appear on your year-end tax statement.
If you'd like us to walk you through the process, please reach out via chat or at support@charityvest.org and we'll be happy to help.