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Level 2

Question

DAF (Donor Advised Fund) Contribution

Forum|Forum|2 years ago
March 9, 2024
2 replies
17 views

Where and how do you report or enter your DAF contribution in the TurboTax worksheet? Thx.

Level 15

To report your Donor Advised Fund (DAF) contribution in TurboTax, follow these steps:

Open TurboTax.
Navigate to Federal > Deductions & Credits > Charitable Donations > Donations to Charity in 2023.
Start or revisit the section.
On the screen labeled “Donations,” select “Yes.”
On the next screen, enter the name of the charity.
Select “Add” next to the stock (if applicable).
Continue with the prompts to complete the entry.

Mike9241

BenzyAuthor

Level 2

Thank you.

Level 4

I also have quesionts around this topic. I opened a DAF with Morgan Stanley in 2024 with a transfer of appreciated stock. I have no idea the name of the DAF or the address. Thank you.

Level 15

You should be able to see it's name as you log into your MS GIFT account.

Just doing a simple Google Search myself, it sounds like they call it the:

Morgan Stanley Global Impact Funding Trust (MS GIFT)

BUT, I have no idea if they might have more than one DAF for various purposes.

Call a Morgan Stanley adviser and ask.

_____________________

Morgan Stanley GIFT Donor-Advised Fund | Morgan Stanley

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*