Closing or Transferring Your Account

According to IRS tax code, funds in your Donor-Advised Fund (DAF) must be either donated to a qualified charitable organization or transferred to another DAF.

How to Transfer Funds to Another DAF

Step 1: Locate your DAF of choice using charity search

All Donor Advised Funds are registered 501c3 organizations and available to be donated to from your CIA.

1. Log into your profile
2. Navigate to the Donate section
3. Search for your DAF in the search bar, ideally by using the DAF's ein
   1. If you contact your DAF, they should be able to provide their ein

Step 2: Donate Funds

1. You will see the DAF in the search results
2. Click the Donate button
3. Enter the amount you wish to transfer and ensure the amount is less than or equal to your Available Balance. Click Continue
4. Select Balance as the payment method. Click Continue
5. Indicate which investment funds you would like to pull the donation from. Click Continue
6. Populate the donation details 
   1. Ensure to select Full Transparency so your information is provided to your new DAF
   2. In the Note to Charity, add any details your DAF has asked you to add to this transfer
   3. Agree to the Terms and Conditions
   4. Click Continue

How to donate to a qualified charitable organization:

Step 1: Find your Charity

Option 1: Search utilizing the search bar

To access the search bar, navigate to the Donate Page. Search for charities using the charity name, EIN, or partial name. As results populate, the charity name, EIN, and location will appear.

Option 2: Browse By Category

You can search for charities by browsing by category. Utilizing the charity categories on the donate page, you can choose a category to find a charity that is important to you.

Option 3: Search utilizing Advanced Search

Advanced search allows you to narrow your search and filter by category, state, and country. 

Step 2: Selecting your Charity

• Select a charity from the generated results list and navigate directly to the charity page. The five charities that best match the results are displayed
• To view all results, select all results and results will be displayed on the page
• From this page, you can select Donate or Details
• Selecting donate will bring you to the checkout page
• Selecting details will bring you to the charity page 

Step 3: Donate

1. Click the Donate button
2. Enter the amount you wish to transfer and ensure the amount is less than or equal to your Available Balance. Click Continue
3. Select Balance as the payment method. Click Continue
4. Indicate which investment funds you would like to pull the donation from. Click Continue
5. Populate the donation details 
   1. Ensure to select Full Transparency so your information is provided to your DAF
   2. In the Note to Charity, add any details your DAF has asked you to add to this transfer
   3. Agree to the Terms and Conditions
   4. Click Continue

Trouble finding your charity? 

Use the Add a Charity form to request we add a charity to our database. Our Charity Relations team will verify the charity information and add the charity to our accepted list of charities within 2 business days. If additional information is required, they will reach out to you.

Contact Givinga Foundation Support

Once you have donated all Available Funds in your account, contact Givinga Foundation Support at (857) 337-1967 or ciasupport@givinga.com to complete the closing of your CIA.