Hal_Al
Level 15

Deductions & credits

Q.  It sounds like a DAF will require me to click yes on "I attached conditions on a donation", correct? 

A. No. The fact that your contribution is to a DAF (also known as a Charitable Gift Fund [CGF]) does not, in itself,   constitute "conditions". You enter it the same way as you would enter a contribution to a "regular" charity. 

 

Q. Can I just enter in my DAF contribution as a stock donation?

A. Yes. 

 

Q. I had the same issue.  And then it asked me for an address for the "Schwab DAF".   Are we doing this right?

A. Yes, probably.  Address of the charity is a standard question, if you first identify you donation as "items". 

 

If the value of the "items" you donated is more than $500, the IRS requires TurboTax to ask you for the address(es) of any charitable organization(s) that you donated "items" to (other than cash and certain securities).