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What is a Donor-Advised Fund (DAF)?

A DAF is a personalized charitable account that allows you flexibly make donations and recommend grants to your favorite nonprofits. Endaoment DAFs also allow you to grow DAF capital through investment portfolios and collaborate with trusted advisors and family members on your DAF. There is no minimum required to open a fund, and the more you donate, the lower your one time processing fee.

Learn more about DAFs and how they operate: About Donor-Advised Funds

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Create a Fund

  1. Ensure you are connected.

  2. Click on Start a New Fund on your Dashboard.

  3. Enter the name of your fund alongside other requested information.

  4. Once completed, your DAF is created!

See below for a video demonstration of how to create a fund.

Learn about our data handling practices: Personal Data Usage & Storage

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Adjust Fund Settings

After creating your fund, you can adjust the fund’s name, description, or visibility at any time. Simply click the gear icon next to your fund’s name - then click save to preserve any changes.

If you click Community, you’ll be redirected to a community fund application form so we can review for compliance with community fund policies and get in touch with you.

You can learn more about the different fund types here.

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