Roll over your existing DAF
Grant the balance from a DAF at Fidelity Charitable, Schwab Charitable, Vanguard Charitable or another sponsor to your new ClimateDAF.
How it works
Four partners. One account that keeps turning.
Each piece does one job well. Tap a gear to see what it does.Step through them below.
The four partners
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Step 1
You decide to open a ClimateDAF.
Start a new DAFTakes about 5 to 10 minutes to open. with cash or appreciated stock, or move the one you already have with a DAF-to-DAF grant from Fidelity Charitable, Schwab Charitable, Vanguard Charitable or another sponsor. No minimum.
Step 2
Altruist hosts your account.
Altruist is the custodianCustody by Altruist Financial LLC, member FINRA/SIPC · 4,700+ advisors on the platform (April 2025). It holds your DAF’s assets, executes trades and sends statements. Vanguard, an early investor since 2020, agreed to acquire Altruist in August 2026, and Altruist continues to run as its own business.
Step 3
Carbon Collective builds your portfolio.
Carbon Collective specializes in building climate-aligned investment portfolios for long-horizon money, with $445M in regulatory assets under managementAs of September 30, 2026 we had $449,881,274 in regulatory assets under management from individual investors, employer 401(k) and 403(b) plans, and our ETFs and CITs, based on internal records and calculated using the Form ADV method. This method counts both our funds and client accounts that hold them, so some assets are counted twice. Rounded down for simplicity.. Its portfolios leave out fossil fuels and lean into climate solutions and green bonds.
Step 4
Endaoment makes it charitable.
Endaoment is the 501(c)(3) public charityEndaoment has helped DAFs grant out over $180 million to charities as of Sep 30, 2026. that sponsors every ClimateDAF. Your contribution is a gift to Endaoment, which is what makes it deductible the year you give.
Step 5
At least 1% goes to the shared pool.
Each year, at least 1% of your DAF balance joins every other member’s in the ClimateNOW Prize pool. Every 1% you commit is one vote, and together we fund one shovel-ready climate project with a before and an after.
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Step 6
You grant the rest to any cause you want.
Recommend grants to any eligible 501(c)(3), whenever you’re ready: your school, your food bank, a climate group. If you like, share where you give with other members. It’s opt-in.
Four ways to fund it.
No minimum. Start with one and add more anytime.
Give appreciated stock
Transfer shares you’ve owned for at least one yearShares held more than a year are generally deductible at their full market value, up to 30% of your AGI, and you skip capital gains tax on the growth. Shares held a year or less are generally limited to what you paid for them. The deduction only applies if you itemize, and starting in 2026 only giving above 0.5% of your AGI counts. We’re not tax advisors, so check with yours. from an outside account and take the deduction at full value.
Deposit cash
Link your bank and deposit cash directly (recurring deposits available too).
Move from your existing account
Shift assets from a brokerage or high-yield cash account that Carbon Collective manages for you on Altruist.
- TodayTell us a little about youTakes about 5 to 10 minutes.
- Within a business dayAltruist sends your inviteYou name your fund in Altruist’s flow.
- ThenFund it and start grantingGrant to any 501(c)(3), anytime.
Who’s behind it
Built by two groups tired of waiting for someone else to build it.
A climate-focused investment adviser and Certified B Corp.
$445Mregulatory assets under managementAs of September 30, 2026 we had $449,881,274 in regulatory assets under management from individual investors, employer 401(k) and 403(b) plans, and our ETFs and CITs, based on internal records and calculated using the Form ADV method. This method counts both our funds and client accounts that hold them, so some assets are counted twice. Rounded down for simplicity.
950clients and plansAs of Sep 30, 2026
Role in ClimateDAF
- Builds and manages the portfolios
- Runs the member experience
- Hosts the prize vote
A climate nonprofit that evaluates and funds climate impact projects.
23,000 tCO₂e removed or avoidedAs of Sep 30, 2026
30projects fundedAs of Sep 30, 2026
Role in ClimateDAF
- Vets every ClimateNOW Prize entrant
- Provides expert climate philanthropy oversight
- Makes the grant to the winning project
