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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 in the Schedule A - Itemized Deductions section.



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, 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).

Appreciated stock that qualifies for long-term capital gains tax treatment is entered as Capital Gains Donations to 50% Limit Organizations (30% AGI limit).

Cash is entered as Cash Donated to 50% Limit Organizations (60% AGI limit per TCJA).

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. Starting in 2026, charitable donations are subject to a 0.5% AGI Floor, which will also be shown in the worksheet.

More information on charity carry forwards can be found in our Knowledge Base article on the Charity Worksheet.