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Advisor DAF resources
Get started with a range of insights from our charitable giving experts as well as stories from the advisors and donors using donor-advised funds (DAFs) every day. Scroll down this page for more or use the quick links below.
- Click here for brief video overviews of the DAF fundamentals you need
- Click here for donor stories
- Click here for further readings
- Click here for an overview of charitable giving vehicles
- Click here to meet our partners
- Click here to fund your DAF
DAF fundamentals
Find what you need to know about donor-advised funds in minutes. These short videos cover everything from the basics to the advanced, so you get the information you need quickly.
Why you can’t afford to ignore DAFs
Is a DAF the right fit? 5 client scenarios
Essentials: What DAFs can and can’t do
3 questions to ask when comparing DAFs
Getting complex: Giving beyond cash
DAFs vs. private foundations
Donor stories
Explore situations, strategies, and outcomes from real donors that may give you a fresh perspective to share with clients.
New to charitable giving? Learn more
Meet our partners
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