
Donor Advised Fund (DAF)

Thoughtful Giving
A smarter way to give, and involve the entire family.
A Donor Advised Fund (DAF) at SDG Global provides individuals, families, and organizations with a structured way to manage their charitable giving over time. Donors contribute assets to a fund maintained by SDG Global and may recommend grants to qualified charitable organizations that align with their philanthropic goals.



What is a DAF?
A Donor Advised Fund (DAF) is a charitable giving account maintained by a public charity. Donors make contributions to the fund and may recommend grants to other qualified nonprofit organizations over time.
The structure allows donors to separate the timing of their charitable contribution from the timing of their charitable grants, providing flexibility in how and when philanthropic decisions are made.
Key characteristics of a DAF include:
• Contributions are irrevocable charitable gifts
• The sponsoring charity retains legal control over the assets
• Donors may recommend grants to qualified nonprofits
• Assets may remain invested for future grantmaking
• Families may involve multiple generations in philanthropic decisions
Donor Advised Funds have become one of the most widely used charitable giving vehicles because they allow donors to engage in philanthropy in a structured yet flexible manner.

Why the SDG Global
Donor Advised Fund?
The SDG Global DAF is designed for donors who want structured philanthropy, professional administration, and a clearly defined legacy.

Choose Your Advisor
SDG Global frequently collaborates with wealth advisors, attorneys, accountants, and philanthropic consultants who are assisting clients with charitable planning.
Advisors may work with our team to help structure contributions, discuss charitable strategies, and coordinate long-term giving objectives.

Complex Asset Friendly
D may accept a wide range of charitable assets, including:
• Cash/Digital Currency
• Publicly traded securities
• Privately held business interests
• Real estate interests
• Other non-cash charitable assets
All contributions are evaluated under SDG Global’s Gift Acceptance Policy and applicable regulatory requirements.

Strategic Tax Planning
DAFs often work alongside other philanthropic tools, including:
• Pooled Income Funds (PIFs)
• Charitable Remainder Trusts
• Mission-related or impact investments
In some cases, the remainder of a PIF may transfer into your DAF, allowing families to continue charitable giving across generations.
.png)
