How to Open a DAF at CAF America Make a difference in the lives of others with CAF America’s DAF

Are you ready to make a lasting impact through your philanthropy? At CAF America, we’ve made it easier than ever to establish your Donor Advised Fund (DAF). Here’s how you can get started:

  1. CAF America’s DAF Application: Our DAF Application is your first step towards furthering a positive impact around the globe. We only request essential information that is required for the giving process. After connecting with info@cafamerica.org, you’ll receive the form from our Business Development team.
  2. CAF America’s Donor Due Diligence Protocol: Your safety, the protection of your assets, and regulatory compliance are paramount to us. Our thorough Donor Due Diligence process aligns with industry-standard Know-Your-Customer (KYC) checks. We handle the intricate legal aspects of international grantmaking so that you can feel safe and protected in your philanthropic journey around the world.
  3. CAF America’s DAF Agreement: Once your application and due diligence review are complete, it’s time to embark on your giving adventure. Our DAF Agreement sets the stage for our partnership and includes two critical attachments:

The Fee Structure: Understand the costs associated with your fund activity, with full transparency in alignment with IRS and Federal regulations. Your clarity is our priority, and our teams of dedicated fund managers are here to be your informational guide when needed.

Advisory Addendum: Personalize your DAF by appointing Advisors and shaping your Fund’s operations. This is where your philanthropic vision truly comes to life.

Join the CAF America family of passionate givers today and let’s unlock the potential for positive change together. Your DAF journey starts here!

Learn more about DAFs at CAF America here.

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