Transferring your existing Donor-Advised Funds (DAFs) to your Charitable Investment Account allows you to consolidate your charitable giving assets into one place for streamlined management and reporting. This guide walks you through the steps to fund your account using an existing DAF.
Getting Ready
Before you begin, ensure:
- You have an active Charitable Investment Account and know your login credentials.
- Have access to your existing Donor-Advised Fund (DAF) provider's account information.
Transferring Funds From an Existing DAF
Step 1: Log in to Your Investment Account
- Navigate to the Charitable Investment Account Login page and enter your credentials.
- Use your registered email and password.
Step 2: Navigate to the "Add to Balance" Option
- Once logged in, locate the Home menu on your dashboard.
- Click on "Add to Balance."
- Select "Donor-Advised Fund" as your funding method.
Step 3: Choose Your Donor-Advised Fund Provider
- Select your DAF provider from the provided list:
- Fidelity Charitable
- Givinga Foundation
- Vanguard Charitable
- National Philanthropic Trust
- Schwab Charitable (DAFgiving360)
- Silicon Valley Community Foundation (SVCF)
- If your DAF provider is not listed, select Other Fund
Step 4: Complete Your Transfer
- Complete the transfer process using the instructions provided in the Charitable Investment Account for your selected provider.
- Each provider has step-by-step instructions to guide you through the transfer.
- If you selected Other Fund, follow the steps designed for non-listed providers.