Limited-Time Matching Offer:
Up to $5,000 for Your Charitable Giving
Ends December 31, 2025
Evergreen Wealth will match eligible contributions to your donor-advised fund (DAF) up to $5,000 for members with $1 million or more in assets under management, and up to $1,000 for members with less than $1 million.
As a Founding Member, you gain access to strategies and experiences designed to help you keep more of what you earn, grow wealth with precision, and create legacies that endure for your family and the causes you believe in.
As a Founding Member, you gain access to strategies and experiences designed to help you keep more of what you earn, grow wealth with precision, and create legacies that endure for your family and the causes you believe in.
Ask a financial advisor about:
Match Details • A potential 2025 Deduction & Capital Gains Tax Benefits • Tax-Free DAF Growth
A More Strategic Way to Give
At Evergreen Wealth, we believe your financial plan and your values should work together.We make it simple, tax-efficient, and integrated with your Evergreen Wealth strategy.
This partnership extends beyond investing, empowering clients to:
This partnership extends beyond investing, empowering clients to:
Contribute appreciated stock or other assets directly to charity
Reduce capital gains taxes
Become eligible for immediate charitable deductions
Grow charitable assets tax-free
Support more than 1.7 million qualified U.S. charities — from schools to places of worship
What Is a Donor-Advised Fund?
A donor-advised fund (DAF) is a charitable giving account that allows you to contribute cash, stock, or other assets, become eligible for an immediate tax deduction, and recommend donations to your favorite causes over time. Think of it as your own personal foundation, but without the significant setup hassle, with lower costs, and far greater flexibility.
Your contributions can grow tax-free until they’re donated, giving you control, flexibility, and potentially greater long-term impact.
In short: a DAF helps you reduce taxes today and plan purposeful giving for tomorrow.
Tax Advantages of a Donor-Advised Fund
Reduce your taxable income
Receive a deduction for the fair market value of your contribution.
Avoid capital gains taxes
Donate appreciated stock or other eligible assets without selling them first.
Grow tax-free
Invest your charitable dollars to increase your giving potential.
Simplify record keeping
Manage all your giving through one secure account with automatic receipts and reporting.
Without a DAF, contributing appreciated securities is often complex and impractical, so many donors end up selling first and triggering avoidable capital gains. Your DAFthrough Evergreen Wealth’s partnership with Daffy is designed to make the transfer seamless and tax-efficient.
Why Evergreen Wealth
We combine personal financial guidance with modern giving technology, helping clients simplify charitable contributions and enhance after-tax outcomes.
How it works:
Strategize
Your Evergreen Wealth advisor builds a holistic, personalized investment strategy that includes charitable giving. You can select from 17 pre-approved portfolios on Daffy or propose a custom portfolio.
Contribute
Easily transfer assets or cash directly.
Grow
Contributions are invested tax-free within your DAF account.
Give
Recommend donations to any of over 1.7 million qualified charities.
Evergreen Wealth clients also benefit from:
No additional costs or fees for your DAF account while an Evergreen Wealth client
Access to custom investment portfolios for charitable assets
Coordination across giving, investing, and estate analysis through Evergreen Wealth's integrated tax strategies:
Tax gain and loss harvesting to balance realized gains and losses
Retirement account coordination to align giving with withdrawals or conversions
Estate and family gifting planning to help incorporate DAFs into multi-generational legacy plans
Together, these elements form a unified, tax-efficient approach that is designed to connect your charitable goals with your overall wealth plan.
How Charitable Giving Fits Into Your Wealth Plan
When you integrate your charitable giving with your wealth strategy, you can unlock new opportunities to potentially:
Turn appreciated stock into meaningful impact
Create a lasting legacy aligned with your family’s values
Evergreen Wealth founder & CEO, Bill Harris, discusses the advantages of using a DAF as part of your integrated investment portfolio with Adam Nash, Co-founder and CEO of Daffy, our partner in building your DAF account.
Make Your Gifts Go Further
Every dollar you give can make a greater difference when it’s guided by a thoughtful strategy.
Let Evergreen Wealth help you align generosity with efficiency.
Let Evergreen Wealth help you align generosity with efficiency.
Frequently Asked Questions
What is a donor-advised fund, and how does it work?
A donor-advised fund (DAF) is a charitable account that lets you contribute assets, become eligible for an immediate tax deduction, and recommend donations to charities over time.
How can a DAF help reduce my taxes?
You may be able to deduct the fair market value of your contribution and avoid capital gains taxes on appreciated assets.
What types of assets can I donate?
You can contribute cash, publicly traded stock, ETFs, or other eligible assets directly to your DAF account through Daffy.
Am I eligible for the Evergreen matching offer?
Evergreen Wealth members with $1M+ in assets under management (AUM) qualify for up to $5,000, and those with less than $1M AUM qualify for up to $1,000. Contribution must be initiated by December 31, 2025.
Do I need to sell assets before contributing?
No. You can transfer appreciated stock directly to your DAF account without triggering capital gains taxes.
How is a DAF different from giving directly to a charity?
A DAF allows you to become eligible for an immediate tax deduction, centralized management, and ongoing tax-free growth before distributing to charities. It’s also the practical way to donate appreciated securities and eliminate capital gains, something that’s generally difficult when giving directly.
How are DAF contributions reported for tax purposes?
Contributions are typically reported as charitable deductions in the year the contribution is completed. Consult your tax advisor for more details. With our DAF partner Daffy, you can access your annual Daffy Tax Summary year-round.
Evergreen Wealth Advisors (“Evergreen Wealth”) will match eligible client contributions to DAFFY charitable giving accounts initiated through December 31, 2025. Clients with less than $1,000,000 in assets under management (AUM) with Evergreen Wealth as of the contribution initiation date are eligible for a match of up to $1,000, while clients with $1,000,000 or more in AUM are eligible for a match of up to $5,000. To qualify, clients must maintain an active advisory relationship with Evergreen and initiate their contribution by December 31, 2025.
For tax purposes, the timing of a charitable contribution is determined by when the contribution is completed, which may differ from the contribution initiation date. Clients should consult their tax advisor to determine the applicable tax year for any contribution.
Contributions may be made via ACH or Wire Transfer, credit card, or securities. If securities are contributed, Evergreen Wealth will determine the match amount based on the fair market value of the securities on the initiation date of transfer, as reported by the custodian or Daffy. All matching contributions from Evergreen Wealth will be made in cash directly to the client’s Daffy account. Clients may contribute multiple amounts but Evergreen Wealth will provide one match up to the limit per household.
Daffy is an independent, unaffiliated third party with no compensation arrangement with Evergreen Wealth. Clients pay no additional fees to open or maintain a Daffy account or make a qualifying contribution. Once accepted, contributions are irrevocable and become the property of the DAF sponsor. Clients should review the DAF sponsor’s terms and consult their tax, legal, and accounting advisors regarding their individual circumstances. Evergreen may verify eligibility and modify or end the program at any time.
Investment Advisory Services offered through Evergreen Wealth Advisors.
All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for educational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. Any discussion of tax treatment or benefits is general in nature, may not be applicable to all investors, and should not be relied upon to make financial or charitable decisions. To claim a charitable deduction, you must itemize your deductions, and actual tax outcomes will depend on your specific circumstances. You should consult your own tax, legal, and accounting advisors before engaging in transactions.
For additional information about Evergreen's investment advisory services and Donor Advised Funding, please refer to Evergreen’s ADV Part 2A and Form CRS, available here.
For tax purposes, the timing of a charitable contribution is determined by when the contribution is completed, which may differ from the contribution initiation date. Clients should consult their tax advisor to determine the applicable tax year for any contribution.
Contributions may be made via ACH or Wire Transfer, credit card, or securities. If securities are contributed, Evergreen Wealth will determine the match amount based on the fair market value of the securities on the initiation date of transfer, as reported by the custodian or Daffy. All matching contributions from Evergreen Wealth will be made in cash directly to the client’s Daffy account. Clients may contribute multiple amounts but Evergreen Wealth will provide one match up to the limit per household.
Daffy is an independent, unaffiliated third party with no compensation arrangement with Evergreen Wealth. Clients pay no additional fees to open or maintain a Daffy account or make a qualifying contribution. Once accepted, contributions are irrevocable and become the property of the DAF sponsor. Clients should review the DAF sponsor’s terms and consult their tax, legal, and accounting advisors regarding their individual circumstances. Evergreen may verify eligibility and modify or end the program at any time.
Investment Advisory Services offered through Evergreen Wealth Advisors.
All investing involves risk, including the possible loss of principal and past performance does not guarantee future performance. The information provided is for educational purposes only and this material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Evergreen Wealth Corporation and Evergreen Wealth Advisors do not provide tax, legal, or accounting advice. Any discussion of tax treatment or benefits is general in nature, may not be applicable to all investors, and should not be relied upon to make financial or charitable decisions. To claim a charitable deduction, you must itemize your deductions, and actual tax outcomes will depend on your specific circumstances. You should consult your own tax, legal, and accounting advisors before engaging in transactions.
For additional information about Evergreen's investment advisory services and Donor Advised Funding, please refer to Evergreen’s ADV Part 2A and Form CRS, available here.