For advisors

Why Recommend a DAF to Your Clients?

A Donor Advised Fund is a charitable giving account. Your client contributes to the fund, receives an immediate tax deduction, and then recommends grants to charities over time. Think of it as a personal foundation - without the cost or complexity.

  • Donor Advised Funds provide your clients with an immediate charitable tax deduction upon making a contribution, regardless of when they choose to distribute the funds. This allows them to maximize tax efficiency in the present, while taking their time to make thoughtful philanthropic decisions.
  • Beyond tax benefits, a DAF offers a strategic approach to giving. Clients can invest the balance of their fund, grow it tax-free, and recommend grants to charities on their own schedule - whether that's tomorrow, next year, or as part of a long-term legacy.
  • DAFs also simplify estate planning. Clients can name the fund in their will, structure charitable bequests with ease, and engage the next generation by involving children or heirs in their giving journey.
All of this is managed through one secure, user-friendly portal. From their account, clients can support any qualified nonprofit - whether it's a local charity in their home country or one of over 50,000 charitable organizations across Israel.

How You Benefit as an Advisor

You can benefit from your clients' IsraelGives DAF in a number of ways:

  • Assets Under Management (AUM): Keep philanthropic funds under your oversight. We support third-party advisor-managed accounts.
  • Fee Opportunities: Continue earning management fees while supporting your clients' values.
  • Deepened Relationships: Position yourself as a holistic advisor who supports your clients' financial and philanthropic goals.
  • Differentiation: Offering a DAF - especially one with an Israel connection - sets you apart from other advisors.

Why IsraelGives DAF?

Simplicity

Open an account online, in 5 minutes or less.

Tax-deductible

Deposits are tax-deductible and capital-gains exempt.

Investing

Invest fund assets in Israeli markets and social ventures

Donate

Unique ability to for clients to donate locally and in Israel.

$280b

Managed by Donor Advised Funds

Who can open a DAF?

DAFs are for anyone, but especially:

  • High-net-worth individuals
  • Families seeking intergenerational giving
  • Corporate CSR and foundation strategies

DAFs are often created during:

  • Year-end tax planning
  • Sale of a business or appreciated assets
  • Inheritance, windfalls, exits
  • Legacy or memorial funds
  • Strategic tithing and recurring donations

Let's work together

Whether you're a wealth manager, CPA, estate planner, or family office - our team is here to support you. We'll help you open DAFs for your clients, manage their philanthropic capital, and provide full back-office support.
Contact us