Compensation 990

Donor Advised Charitable Giving Inc.

Fiscal year ending 2019. Filed on February 17, 2020.

211 Main Street
220
San Francisco, California 94105

Donor Advised Charitable Giving Inc. (EIN: 31-1640316), also known as DAFGIVING360 (Tm), has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2019 IRS Form 990 filing, Donor Advised Charitable Giving Inc., a 501(c)(3) charitable organization, reported compensation for 12 employees. Among the employees shown here, the average compensation is $394,083. The highest compensated employee at Donor Advised Charitable Giving Inc. is Kimberly Laughton with fiscal year 2019 compensation of $915,639. Donor Advised Charitable Giving Inc. changed its name from Schwab Charitable Fund in 2024.

Revenue, expenses, and employee compensation

Revenue

$4,558,510,409

Expenses

$2,524,294,424

Employee compensation

$12,254,794
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

Kimberly Laughton
President
$915,639
$687,139 from orgNo related comp$228,500 other
Barbara Benware
Vice President Oversight/Risk
$545,252
$426,752 from orgNo related comp$118,500 other
Susan Heldman
Vice President and Controller
$467,540
$359,040 from orgNo related comp$108,500 other
Fred Kaynor
Vice President Mkt/Bus Development
$444,697
$336,197 from orgNo related comp$108,500 other
Sam Kang From 01312018
Vice President, Operations
$355,090
$239,090 from orgNo related comp$116,000 other
Julie Hattle
Managing Director - RISK
$271,378
$218,378 from orgNo related comp$53,000 other
Lorienne Lambert
Managing Director-Technology
$260,761
$203,361 from orgNo related comp$57,400 other
Bryan Gregston
Managing Director - Operations
$231,507
$173,507 from orgNo related comp$58,000 other
Stephanie Diamond
Managing Director - Relationship MGR
$229,108
$211,108 from orgNo related comp$18,000 other
Julia Reed
Managing Director-Technology
$219,860
$177,460 from orgNo related comp$42,400 other
R Scott McMillen
Secretary
$0
Jamal Modir
Assistant Secretary
$0

Non-Employee Board Members

Anne Casscells
Director
Bill Brownell From 10152018
Director
Carrie Schwab - Pomerantz
Director
Dan Kingsley
Director
Greg Avis
Director
Linda B Segre From 03122018
Director
Loretta Doon
Director

Contractors

Charles Schwab & CO
Brokerage and Admin
$3,062,442
Baker Street Advisors LLC
Asset Management
$685,244
Graystone Consulting Ltd.
Asset Management
$565,710
Wetherby Asset Management
Asset Management
$451,253
Jordan Park Group LLC
Asset Management
$350,501

Mission Statement

AT DONOR ADVISED CHARITABLE GIVING, INC., OUR MISSION IS TO INCREASE CHARITABLE GIVING IN THE UNITED STATES BY OFFERING ADVANTAGEOUS WAYS TO GIVE USEFUL INFORMATION AND UNBIASED GUIDANCE.

Revisions to this organization profile

April 16, 2025:
2024 Donor Advised Charitable Giving Inc. 990 filed
April 12, 2024:
2023 Donor Advised Charitable Giving Inc. 990 filed
April 3, 2023:
2022 Donor Advised Charitable Giving Inc. 990 filed

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