Learn How to Seed Your DAF in 3 Days
Three focused days to understand the tool, shape your giving vision, and leave with a plan you can act on, whether you set up your fund yourself or with our help.
Book a Free Consultation CallVision & Vehicle
- Why you give, and what you hope your giving will do
- Writing your giving vision and mission
- How a donor-advised fund works, and when a private foundation fits instead
- Comparing sponsors and choosing the one that fits your family
Money Flow & Structure
- Mapping how money moves from your business to your fund to the causes you love
- Cash, stock, or long-held assets: what to give and why it matters
- Timing your gifts around a strong business year
- Naming your fund, donor-advisors, and successors
- Building your question list for your CPA
Giving in Motion
- How to vet a charity before you give
- Building your charity shortlist
- Setting a giving calendar your family can keep
- Planning your first grant
A note on business gifts: gifts made by the business entity itself follow different rules than gifts you make personally. C-corporations are generally limited to 10% of taxable income, with a 1% floor starting in 2026. Pass-through businesses generally pass gifts through to their owners. Confirm with your CPA who the donor should be.
A Plan, Not Just Notes
- Your giving vision and mission
- Your sponsor choice
- A money-flow map
- A giving calendar
- A charity shortlist
- A first-grant plan
- Your CPA question list
Plus a 30-day follow-up call to answer the questions that come up once you start: from your CPA, your sponsor, or your family.
Education and process guidance only; not tax, legal, or investment advice. Confirm your situation with your CPA and attorney. Kingdom Portfolios is not a DAF sponsor and never receives, holds, or invests charitable dollars. We receive no compensation, referral fees, or revenue share from any DAF sponsor or charity. Your fund is opened directly with the sponsor you choose, under the name of your choosing. Our fee is a service fee, not a charitable donation, and is not deductible as a charitable gift.