Advisors Charitable Gift Fund

EIN 010782573 · Donor-advised fund program as reported on Form 990 Schedule D, fiscal year 2023.

← All sponsors
DAF assets
$27.40M
at fiscal year end
Grants out
$3.32M
from DAF accounts
Contributions in
$2.22M
received into DAFs
Payout rate
12.1%
median is 12.5%
Accounts
215
funds held at year end
Average account
$127K
assets per fund

At 12.1%, this sponsor paid out below the 12.5% median for sponsors holding more than $10 million.

DAF assets by year

$32.8M
FY2019
$36.8M
FY2020
$25.6M
FY2021
$22.8M
FY2022
$27.4M
FY2023

Grants paid by year

$6.2M
FY2019
$10.1M
FY2020
$8.6M
FY2021
$5.9M
FY2022
$3.3M
FY2023

A missing year means no return for that year has been released yet, not that the organization was inactive. Years marked fall in the 2020–21 pandemic giving surge, when contributions into donor-advised funds rose sharply across the sector; treat them as an unusual period rather than a baseline.

Grant disclosure

Itemized 906 grant lines totalling $39.0M across 2019–2024 — $43K per line.

$16.5M of this sponsor’s grants went to other DAF sponsors — 42% of its itemized grantmaking. Money moved between sponsors is reported as a grant, but it has not yet reached a working charity. This total counts only organizations whose donor-advised fund program is their primary activity, so grants to universities and hospitals that happen to run a DAF on the side are excluded.

Largest reported recipients

Organizations receiving the most from this sponsor across 2019–2024, as itemized on Schedule I. Only grants above $5,000 must be listed.

RecipientTotal 2019–2024
Renaissance Charitable Foundation Inc runs a DAF programEIN 352129262 IN$13.5M
Scholarship AmericaEIN 042296967 MN$1.2M
Doylestown Health FoundationEIN 232368196 PA$1.2M
Lutheran High SchoolEIN 410849152 MN$1.1M
Fidelity Charitable Gift Fund runs a DAF programEIN 110303001 OH$1.1M
Minnesota Adult & Teen Challenge IncEIN 411517351 MN$525K
Portland Youth PhilharmonicEIN 930386902 OR$472K
Morgan Stanley Global Impact Funding Trust Inc runs a DAF programEIN 527082731 NJ$391K
American Endowment Foundation runs a DAF programEIN 341747398 OH$340K
Corporation Of The Presiding Bishop Of Church Of JEIN 870234341 UT$320K
The National Arts ClubEIN 135265900 NY$320K
The Leukemia & Lymphoma SocietyEIN 135644916 NY$282K
Dayton Foundation runs a DAF programEIN 316027287 OH$279K
Bank Of America Charitable Gift Fund runs a DAF programEIN 046010342 RI$269K
Raymond James Charitable Endowment Fund runs a DAF programEIN 593652538 FL$255K

How these figures are calculated: methodology and disclosures. Source: IRS Form 990 e-file XML for fiscal year 2023, via the National Center for Charitable Statistics. Payout rate is DAF grants divided by DAF assets at year end. Recipient totals combine tax years 2019–2024 where filings are available. IRS release and parsing lag means recent years are incomplete for many organizations — NCCS advises treating the most recent year in the panel as partial.