Charitable Gifting Strategies
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      2. Scenario Analysis Information
      3. Charitable Gifting Strategies

      Donor Advised Fund (DAF) Contributions

      How to model a DAF in Scenario Analysis

      Check out this video to see our VP in Client Success and Engagement go over DAFs in Scenario Analysis.


      INPUT: 

      Click on the pencil icon as circled below to bring up the Charity worksheet.





      TIP: DAFs are considered 50% Limit Organizations, which is how public charities are recognized under IRC 501(c)(3). For more information on types of charitable organizations, visit this helpful article for guidance from the IRS.
      https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contribution-deductions.)



      Once in the Charity Worksheet, enter the amount of the contribution in the appropriate field based on the nature of the asset being gifted (cash, non-cash non-capital gains, or capital gains property).