Why are donors setting up and using donor-advised funds?

Many donors use their DAFs to give strategically and plan their giving.

Percentage Who Set Up or Use a DAF For These Reasons

Strategic Planning

For high-net-worth donors, features related to strategic giving are significantly more important than they are to those donors with smaller average Giving Account balances, of less than $25,000.


As donors near retirement age, they rely on DAF features to maintain their giving.

Percentage Who Set Up or Use a DAF For These Reasons

Retirement

High-net-worth donors are significantly more likely to use their Giving Accounts to set aside funds for a charitable legacy and to bring family together around giving.


Donors set up and use DAFs to donate non-cash assets or variable income.

Percentage Who Set Up or Use a DAF For These Reasons

Variable Income

More than a third of high-net-worth donors say they have funded their giving from a financial windfall.


Most donors also list tax benefits as a motivation for using a DAF.

Percentage Who Set Up or Use a DAF For These Reasons

Tax Benefits

The ability to capture the general tax incentives that encourage charitable giving is appealing to donors across all wealth levels.

Almost all donors use other giving methods to complement their DAFs.

Vehicles or Methods Used in Addition to DAF in Past 12 Months

Giving Methods

On average, donors use their DAFs for nearly two-thirds of their households' charitable giving.

Average Percentage of Charitable Giving Dollars Across Vehicles

DAF Account

Donors use DAFs for strategic or planned giving...

DAF Giving

...and cash for more casual giving.