Learn more about a DAF
Learn more about a DAF
Mobilising collective charitable capital for multiplied impact in
South Africa
A trusted giving
solution for your clients
solution for your clients
A trusted giving solution for your clients
The Tree of Life Foundation helps financial advisors integrate structured charitable giving into broader wealth, tax, and estate planning conversations. We provide the specialist platform and support you need to manage your clients' purpose-driven wealth with confidence.
Why consider a Donor-advised Fund in charitable planning
A Donor-advised Fund is one of the most effective mechanisms for integrating philanthropy into a sophisticated financial and estate strategy.
Many clients want to give meaningfully, but the structures available are often either too simple or unnecessarily complex. Once-off giving, while generous, is not always strategically integrated. Private foundations offer control but can introduce administrative burdens, costs, and complexities that may not suit every client.
A Donor-advised Fund is a charitable giving structure that allows donors to contribute assets, receive relevant tax documentation and recommend grants to approved charities over time.
A Donor-advised Fund offers a practical middle ground, enabling intentional and more impactful charitable giving within a professionally managed structure.
Tree of Life's DAF provides a valuable framework for advisors assisting clients in areas such as:
● Legacy planning
● Estate structuring
● Tax-aware giving
● Long-term charitable intent
● Wealth stewardship not in contradiction to Biblical values
How a DAF supports your advisory role
Secure client relationships
A DAF solution enhances your value proposition by enabling you to manage your client's assets across generations and secure the funds allocated for charitable giving.
Fiduciary simplicity
Leverage our established SARS PBO status and governance framework to facilitate immediate tax benefits for your clients and offer a range of investment opportunities.
Operational efficiency
The DAF structure helps your clients avoid the costs, liabilities, and administrative work of a private foundation, while allowing them to retain advisory input on grantmaking.
Estate planning optimisation
DAFs offer a flexible way to manage complex bequests and simplify the distribution of charitable assets in an estate.
Tax efficient giving
Contributions of assets to a DAF are not subject to capital gains tax, and any subsequent sale within the DAF is also exempt.
Specialist support for non-cash giving
Managing illiquid assets
Illiquid assets are often a key point of friction in charitable giving. We help remove that complexity from your advisory process.
The Tree of Life Foundation manages the full process on your behalf, including valuation, realisation, and compliant transfer of complex assets such as:
● Collective investment holdings
● Listed and unlisted shares
● Business interests
● Property
● Other qualifying assets
This enables a clean, efficient transition into the DAF, so you can remain focused on your client's broader financial strategy.
Investment options and fees
The Tree of Life Foundation offers transparent, competitive pricing designed to support the optimal growth of your clients charitable capital while maintaining full compliance.
Our investment options range from short-term liquid contributions to specialised private equity and impact strategies. We can add advisor-managed portfolios on request.
The result is a more structured and useful conversation around how charitable capital can be managed in a way that aligns with your clients' broader intentions and planning timeframe.
Advisor Events
Join our professional community for specialised events focussed on advanced charitable giving via DAF's
Bring strategic giving into the conversation
Ready to integrate a Donor-advised Fund into your client offering?
We provide the tools, support, and compliance framework to help you do so effectively.
