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Donor Advised Fund (DAF) Contributions

Model a DAF in Scenario Analysis

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



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).

The allowable deduction after the application of AGI limitations will be reflected in the Calculated Deduction field, with any carry forward being shown in the respective category based on the type of contribution entered. More information on charity carry forwards can be found in our Knowledge Base article on the Charity Worksheet.