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Please add an investment account type for Donor Advised Funds (DAF)

RTK

These are investment accounts that contain funds that the account holder has already donated (so they are no longer owned by the account holder and are no longer taxable), but the funds have not yet been donated to a charity (they are invested and awaiting a decision to donate).

Traditionally used by high-net-worth individuals, innovative firms and apps like Daffy are making them more mainstream: they make donating, tracking, and compiling tax-related receipts much easier and centralized.

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Feature Request

Accounts

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Comments

Coach Natalie

@RTK, thanks for posting your request to the Community!

I have gone ahead and turned this into an Idea post requesting an Investment Account Type for Donor Advised Funds so other users can vote on it and our product team can review it.

I hope this helps!

-Coach Natalie

RTK

Thanks. This might also require Quicken to chase a few of the major donor advised funds providers, and some of the up-and-comers (like Daffy), to allow for transaction download.