We're considering starting an EA-aligned DAF.
This post is to solicit feedback about current DAFs. Please comment with suggestions/complaints/opinions about current donor-advised fund offerings (probably Schwab or Fidelity). If there's enough complaints about existing offerings, we may start a new offering.
I consistently recommend Fidelity to others when talking about DAFs. Here's an article I did on DAFs.
Why Fidelity Charitable?
Bonus tip:
Don't forget to set a charitable beneficiary for your DAF, just as you can do for any other financial account.
I have a fidelity DAF linked to my fidelity brokerage account and my only complaint is that there is a small cost associated with it. I of course understand why that is, and the tax benefits outweigh the cost. But if there was a nonprofit EA aligned DAF that had lower or no cost that would be preferable obviously.
One other thought - and this isn't a complaint about a DAF exactly - is that it would be great to be able to set rules about when certain appreciated stocks would be donated to the DAF so I could totally "set it and forget it" -- I described this idea at the end of this post.