Compound Donor-Advised Fund (DAF)

If you have any questions, please email concierge@withcompound.com

Donor-Advised Funds allow you to maximize the tax-deductibility of your donations and then invest your charitable dollars for tax-free growth. We partner with Schwab Charitable for our Donor-Advised Funds, which function similar to a Private Foundation without the administrative hassle and tax filing requirements.

Steps

Work with us to open a Donor-Advised Fund with Schwab Charitable. The entire process typically takes 2-3 business days.
(Optional) Set up a consultation with your Financial Manager to discuss gifting strategies and review which assets make the most sense to gift.
Work with us to transfer appreciated securities or cash to your Donor-Advised Fund.
Once the funds have settled in your DAF, begin investing or making gifts to the qualified charity of your choice.

Details

Donate cash, appreciated stocks, or alternative assets such as private stock and cryptocurrency.
You can invest donations tax-free for potential growth in a variety of index funds or pre-approved investment vehicles so you can maximize what you give to charity.

Terms & Pricing

No account minimums or additional contributions amounts.
Minimum grant size to a charity is $50.
Annual Administrative Fee of 0.10-0.60% depending on the account balance.

Disclosure

Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser (CRD# 306341/SEC#: 801-122303). Registration as an investment adviser does not imply any level of skill or training. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as “Compound.” The information contained in this communication is provided by Compound for general informational purposes and should not be considered as financial or tax advice. Compound is not a licensed lender, law firm or insurance agency, and Clients should consult with their personal investment, insurance, tax or legal advisors or brokers regarding their particular circumstances as needed before making any final financial decisions. This communication is not an offer to sell securities. All investing involves risk, including the possible loss of any or all of the money invested, and past performance never guarantees future results. Please see Compound Advisers' Form CRS here, and ADV Part 2A Brochure here.