topic DAF (Donor Advised Fund) Contribution in Deductions & credits

DAF (Donor Advised Fund) Contribution

Benzy — Wed, 11 Feb 2026 06:27:49 GMT

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

Re: DAF (Donor Advised Fund) Contribution

Mike9241 — Sat, 09 Mar 2024 09:47:51 GMT

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.

Re: DAF (Donor Advised Fund) Contribution

Benzy — Sat, 09 Mar 2024 16:11:39 GMT

Thank you.

Re: DAF (Donor Advised Fund) Contribution

lambda13 — Thu, 11 Apr 2024 22:37:48 GMT

Can you go into more detail please? It sounds like a DAF will require me to click yes on "I attached conditions on a donation", correct? And that's even after TurboTax telling me to go back and choose "Item" instead of "stock" donation?

Re: DAF (Donor Advised Fund) Contribution

RSReeb — Wed, 24 Apr 2024 15:27:37 GMT

I have the same question. Can I just enter in my DAF contribution as a stock donation?

Re: DAF (Donor Advised Fund) Contribution

PatriciaV — Thu, 25 Apr 2024 14:41:56 GMT

In most cases, contributions to a Donor Advised Fund should be entered as an "Item," which does include stock. This option asks additional questions regarding the donation. Be sure to follow the interview to the end so you can indicate the donation has restrictions. You will need to enter specific information about the restrictions.

@RSReeb

@lambda13

Re: DAF (Donor Advised Fund) Contribution

LG53 — Sun, 25 Aug 2024 23:06:02 GMT

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

Re: DAF (Donor Advised Fund) Contribution

Hal_Al — Mon, 26 Aug 2024 13:08:38 GMT

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).

Re: DAF (Donor Advised Fund) Contribution

blueberry_r — Sun, 13 Apr 2025 19:19:52 GMT

> And then it asked me for an address for the "Schwab DAF". Are we doing this right?

Do you know what should be the address of Schwab DAF in this case? Their headquarters? mailing address? our address associated with our account (say my home address)?

Re: DAF (Donor Advised Fund) Contribution

RobertB4444 — Wed, 16 Apr 2025 16:25:51 GMT

Schwab's DAF360 address-

DAFgiving360
P.O. Box 2430
Omaha, NE 68103

Headquarters address:
211 Main Street
San Francisco, CA 94105

@blueberry_r

Re: DAF (Donor Advised Fund) Contribution

SallyRandall — Wed, 24 Sep 2025 23:19:45 GMT

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.

Re: DAF (Donor Advised Fund) Contribution

SteamTrain — Thu, 25 Sep 2025 15:05:57 GMT

@SallyRandall

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

Re: DAF (Donor Advised Fund) Contribution

Mbmjam — Thu, 02 Apr 2026 15:43:08 GMT

Thanks for the address - I am going to use Schwab DAF as the name of the charity which is odd but since they don’t ask for the tax exempt code probably fine!