How To: Donate from DAFs through Overflow

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Overflow has partnered with Chariot to make it possible for you to grant funds from your DAF to your organization online in less than 30 seconds. 

We've created a simple step-by-step guide to help you with giving from your DAFs. Let's see this in action!

 

 

Or, feel free to follow these steps below:



STEP 1. Choose an amount to give.

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STEP 2. Select where the funds should be designated, dedicate the donation, or add a message. Then, log in or create an account by entering your email or phone number.

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STEP 3: Enter your personal information.

Fun Fact: If you're a repeat donor, the information will already be complete so you can just click "Donor Advised Fund" to continue.

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STEP 4: Find your DAF provider.

Fun Fact: Through our partnership with Chariot, donors can choose from over 20 DAF providers!

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STEP 5: Log in to your DAF account using Chariot.

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STEP 6: Choose to increase your donation amount before submitting the donation.

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STEP 7: Click submit and cue the confetti! Your donation is complete.

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What happens next?

Once the donation is submitted, you'll see the gift with the status "Initiated" in your Donor Profile under Contributions. It can take anywhere from 2 days to multiple weeks to process the gift, depending on the DAF account provider involved. Once the institution releases the funds, the status of the donation will change to "Confirmed."

 

If you are unsure how to access your Donor Profile check out this article:

Manage your giving through Overflow with the Donor Profile

 

Overflow currently provides a direct connection with the following DAF institutions:

  • Fidelity Charitable
  • National Philanthropic Trust
  • Vanguard Charitable
  • Chicago Community Trust
  • Silicon Valley Community Foundation
  • National Christian Foundation
  • Greater Horizons
  • Charityvest
  • Dallas Jewish Community Foundation
  • NPT - UBS
  • NPT - Wells Fargo
  • Schwab Charitable
  • Jewish Communal Fund of New York
  • Goldman Sachs Philanthropy Fund
  • BNY Mellon
  • Daffy
  • Pledger Charitable
  • The Donors Fund
  • OJC Fund

 

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