DAF Benchmark Study

Join the DAF Benchmark Study

We have reached full capacity for participants and can no longer accept additional submissions. Please stay tuned for updates on our findings!

If selected, you will be asked to complete an easy questionnaire about DAF strategy, management, and DAF presentation online and in the mail, and share 5-10 years of anonymized donor gift data (no PII will be accepted) that includes the following fields:

  • Donor ID 
  • Gift date 
  • Gift amount 
  • Channel (mail, digital, events, other) 
  • Gift Type (DAF or Non-DAF)
  • Restricted or Unrestricted  
  • If DAF, what fund – Fidelity, Schwab, Vanguard, NPT, community funds, etc.  

By submitting this form, you confirm your organization’s (ORGANIZATION) participation in the 2024 DAF Giving Benchmark Study, and accept the following:

  1. Participating organization (ORGANIZATION) authorizes K2D Strategies LLC (K2D) and Chariot Giving Inc. (Chariot) to collect and analyze data about ORGANIZATION’s DAF data management, DAF marketing, directed gifts, website treatment, and donors in order to produce the 2024 DAF Giving Benchmark Study. This study will evaluate DAF giving, the impact of outbound messaging, and donor behavior for non-profit organizations.
  2. Personally Identifiable Information (PII) will not be collected as a part of this process. K2D and Chariot agree to keep all participant specific information shared as part of this study confidential. Results will be compiled and shared only in aggregate and when reported will be combined with at least two other organizations’ data. K2D and Chariot will not use data collected for any purpose other than for the benchmark study.
  3. ORGANIZATION will be invited to view data in advance before shared with the general public.
  4. ORGANIZATION will be listed as part of the study.
  5. K2D and Chariot retain authority to determine the content and the presentation format for this study.