DAF Transfers

Transfer your DAF to Charityvest and enjoy a modern giving experience.

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How to transfer your DAF to Charityvest.pdf

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Why transfer your DAF

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

• Lower grant minimums and fees on investing

• 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.

How to transfer your DAF

1. Sign up for a free account with Charityvest if you haven't already.

2. 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.

3. 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 [e-mail] if they would like to obtain ACH information to remit the transfer to us.

Tax considerations for DAF transfers

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 [e-mail] and we'll be happy to help.