DAFgiving360

What DAFgiving360 does

DAFgiving360 is an independent 501(c)(3) public charity that sponsors and administers donor-advised funds (DAFs), operating under the legal name Donor Advised Charitable Giving, Inc. The organization was launched in 1999 under the Schwab Charitable brand and was rebranded to DAFgiving360 in 2024, reflecting its broader positioning as a standalone giving platform no longer exclusively tied to the Schwab distribution channel. In calendar year 2025, donors using DAFgiving360 directed more than $9.9 billion in grants to over 165,000 charities across roughly 1.5 million individual grant transactions, indicating significant scale within the U.S. DAF market.

The platform's core product is a tax-advantaged DAF account that allows donors to contribute appreciated or complex assets, receive an immediate tax deduction, and recommend grants to qualified charities over time. A defining technical and operational capability is the acceptance of non-cash contributions — 74% of incoming contributions are non-cash, encompassing publicly traded securities, privately held company stock, cryptocurrency, real estate, and private equity/business interests — which requires specialized valuation, due diligence, and liquidation workflows distinct from cash-DAF competitors. The product surface includes a standard self-directed account with no minimum, a $100,000-minimum professionally managed account tier, and a Legacy Program designed for multi-generational or estate-planning giving structures.

DAFgiving360 generates revenue through an asset-based administrative fee schedule that scales from 0.60% on the first $500,000 down to 0.10% on balances above $15 million. Because revenue is a function of assets under administration rather than grant outflow, the unit economics are subscription-like and recurring, with fee yield compressing as donor balances grow. The customer base is split between individual and family donors (primarily mass-affluent and high-net-worth) and the financial advisors who select and manage DAFs on their behalf, with the 165,000+ supported charities functioning as grant recipients rather than paying customers.

Name

DAFgiving360

Legal name

Donor Advised Charitable Giving, Inc.

Website

https://dafgiving360.org

Company type

Private

Founded year

2024

Operating status

Operating

Short description

DAFgiving360 is an independent public charity that administers donor-advised fund accounts for individual donors and financial advisors, processing over $9.9 billion in grants to more than 165,000 charities in 2025 and deriving revenue from asset-based administrative fees on contributed balances.

Ownership category

akta.pro rank

Product category

Donor-Advised Fund Services

NAICS

Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219)

SIC

Investment Advice (6282)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Grantmaking & Philanthropic Funds (Institutional Donors) (BPADAOAB)

Keywords

• Donor-advised funds
• Charitable giving services
• Philanthropic planning
• Non-cash asset donations
• Investment pool management

Headquarters

HQ city

South San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Administrative Fees on AUM: DAFgiving360 charges administrative fees based on the average daily value of donor-advised fund accounts. The fee schedule ranges from 0.60% for the first $500,000 down to 0.10% for accounts over $15 million. These fees cover online donor services, phone support, grant due diligence and administration, tax filings, annual account summaries, and communications.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

DAFgiving360 provides donor-advised fund (DAF) accounts that enable individual donors and advisors to contribute cash, securities, and a wide range of non-cash assets, receive an immediate tax deduction, invest contributions in one of 15 pre-screened investment pools or via a professional investment advisor, and recommend grants of $50 or more to eligible U.S. public charities at any time. The offering also includes succession/legacy planning features and dedicated resources for financial advisors.

Product overview

DAFgiving360 is a donor-advised fund platform operated by an independent 501(c)(3) public charity that provides a tax-smart and simple giving solution. The core product is the Donor-Advised Fund Account, available in two account types: Core Account (no minimum contribution) and Professionally Managed Account ($100,000 minimum for custom investment management). The platform offers 15 diverse investment pools including index pools, actively managed pools, and socially responsible investment (SRI) pools. Key services include non-cash contribution options (securities, real estate, cryptocurrency, private equity, etc.), granting options ($50 minimum per grant), and succession planning including the Legacy Program for ongoing charitable giving. The platform provides tools for donors, financial advisors, and charities, with integrated access through the Schwab platform and mobile app.

Differentiator

Problem solved

Functional benefit

Products and services

• Donor-Advised Fund Account A simple, tax-smart investment account for charitable giving. Donors contribute cash, securities, or appreciated assets, receive a current-year tax deduction, invest in screened investment pools, and recommend grants to qualified U.S. public charities of their choice at any time.
• Core Account A DAF account type with no minimum initial contribution. Donors may contribute cash, securities, or non-cash assets and recommend investing in pre-approved investment pools, with administrative fees collected through investment pool operating expenses.
• Professionally Managed Account An account option for investors with $100,000 or more that allows the donor to recommend an independent investment advisor to manage account assets beyond the standard investment pools, including stocks, bonds, ETFs, mutual funds, and alternative investments, with administrative fees assessed quarterly and investment advisory fees capped at 1% of account balance annually.
• Investment Pools A selection of 15 diverse investment pools from leading fund companies, including low-cost index pools, actively managed asset allocation pools, socially responsible investment (SRI) pools, and single asset class pools, screened by the Schwab Center for Financial Research.
• DAFgiving360 Legacy Program A succession planning service allowing donors to recommend up to 10 charitable organizations as recurring grant recipients, each receiving a percentage of the remaining DAF account balance periodically, requiring a minimum balance of $100,000 and annual distribution of at least 5%.
• Advisor Resources A dedicated set of tools and resources for financial advisors, including tutorials, fact sheets, client education materials, and forms to help advisors incorporate DAFs into client financial planning and open accounts on behalf of clients.

Quantifiable outcome

• Donors granted $9.9 billion+ in calendar year 2025, with 1.5 million grants sent to 165,000+ charities
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• The Philanthropic Initiative (TPI)coreStrategic or Co-development Partner · 22 April 2026DAFgiving360 co-sponsored the 2026 TPI Study of the Philanthropic Conversation conducted by The Philanthropic Initiative, along with Foundation Source and Boston Foundation. This research examines how professional advisors incorporate philanthropy into client relationships.
• Foundation SourceminorStrategic or Co-development Partner · 22 April 2026Co-sponsored the 2026 TPI Study of the Philanthropic Conversation along with DAFgiving360 and Boston Foundation.
• Boston FoundationminorStrategic or Co-development Partner · 22 April 2026Co-sponsored the 2026 TPI Study of the Philanthropic Conversation along with DAFgiving360 and Foundation Source.
• Charles Schwab & Co., Inc.coreTechnology or IntegrationCharles Schwab & Co. and its affiliates provide investment management, administrative, and recordkeeping services to DAFgiving360. DAFgiving360 accounts are accessible through Schwab Client Center and Schwab Mobile app. Schwab clients can transfer assets from Schwab accounts to DAFgiving360.
• Schwab Center for Financial ResearchcoreTechnology or IntegrationThe Schwab Center for Financial Research, a division of Charles Schwab & Co., Inc., screens and selects the investment pools offered to DAFgiving360 donors, including index pools, actively managed pools, and socially responsible investment options.
• Donor-Advised Fund Research CollaborativeminorOthersThe DAF Research Collaborative conducted a large-scale study on how financial advisors incorporate DAFs into financial planning. DAFgiving360 is referenced as a major DAF provider in the study findings showing 35% of advisors recommend DAFs most of the time or always.

Scale indicators5 records

Direct peers

• Renaissance Charitable Foundation: Independent national DAF sponsor with similar fee schedule, investment pool offerings, and advisor-focused distribution. Competes head-to-head for advisors recommending DAFs to clients.
• Vanguard Charitable: Major DAF sponsor affiliated with Vanguard, competing directly on investment pools, low fees, and donor experience. Targets the same HNW and advisor-driven segments as DAFgiving360.
• National Philanthropic Trust: Independent national DAF sponsor and one of the largest grantmakers in the U.S. Operates a comparable donor-advised fund platform with similar fee structure and investment options.
• Fidelity Charitable: The largest donor-advised fund sponsor in the U.S. by AUM, offering a near-identical DAF account platform, investment pools, grantmaking, and non-cash contribution capabilities. Direct head-to-head competitor for HNW donors and financial advisors.
• BNY Mellon Charitable Gift Fund: Custodian-bank-affiliated DAF offering within BNY Mellon's wealth services franchise. Competes for ultra-high-net-worth donors and advisors seeking a bank-platform-aligned DAF.
• American Endowment Foundation: Independent donor-advised fund sponsor offering accounts with no minimums and broad contribution/grant flexibility. Competes for cost-sensitive and complex-asset donors across the same HNW segment.
• Goldman Sachs Philanthropy Fund: DAF program within Goldman Sachs' private wealth and Ayco platforms. Targets the same UHNW and advisor-led segment with comparable non-cash asset acceptance and estate-planning features.

Regional players

• CAF America: International grantmaking and donor-advised fund vehicle focused on cross-border philanthropy. Comparable to DAFgiving360's 'giving internationally' use case, but with a distinct U.S.-to-foreign donor niche.

Emerging players

• Foundation Source: Provider of administrative and back-office services for private foundations and DAFs. Overlaps with DAFgiving360 on advisor-channel distribution and philanthropy planning; co-sponsor of the 2026 TPI study alongside DAFgiving360.

Broad incumbents

• Schwab Center for Financial Research: A division of Charles Schwab that screens and curates DAFgiving360's investment pools. While not a DAF sponsor itself, it is the upstream investment-research engine driving DAFgiving360's offering and a key strategic enabler.

Market position

Strengths5 records

Weaknesses5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dafgiving360

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DAFgiving360