Donor Advised Funds (DAFs) are efficient, tax-advantaged accounts that allow individuals, families, and organizations to conveniently manage their philanthropic activities, including charitable contributions and grantmaking. The process of identifying the best DAF provider to meet a donor’s specific needs is complicated. There is no easy way to compare services, fees or investment policies that may limit a donor’s options.

CapShift’s FlexDAF for Impact Program seamlessly assists donors by identifying the best-fit donor advised fund (DAF) provider, offering the flexibility needed to achieve a wide variety of philanthropic objectives. Our process includes clarifying each donor’s philanthropic objectives, comparing providers, reviewing provider investment offerings, and overseeing account administration, all within one coordinated program.

Donors are provided with one simple quote, bundling all fees and taking full advantage of CapShift’s preferred pricing for an impactenabled DAF account of $500,000 or more with select partners. The FlexDAF for Impact Program offers an end-to-end experience that is supportive, streamlined, and tailored to each donor by design. 

With the Capshift FlexDaf for impact program, you can...

• Select the best DAF provider for your needs
• Benefit from CapShift’s preferred institutional pricing
• Allocate your philanthropic capital to a wide variety of impact investments and recoverable grant opportunities
• Propose your own impact investments
• Access a wide range of integrated DAF services
• Work with many of the leading national DAF providers or in our network of community foundations including Fidelity Charitable, National Philanthropic Trust, Chicago Community Trust and more