Donor Advised Charitable Giving
Donations deductibleRevenue
$11.68bn
year to 30 June 2025
Expenses
$9.02bn
year to 30 June 2025
Total assets
$47.55bn
$124.7m liabilities
Net assets
$47.42bn
assets less liabilities
Directors and trustees
8
6.3y av
Staff
226
employees, year to 30 June 2025
Left since last filing
0
no seats appear to have opened
Officers and senior staff
30
named in Part VII
Donor Advised Charitable Giving's network
8 people1 organisationi8 people and 1 organisation on this map.The large node is the subject of this page. Solid lines are what the register itself records (8). Violet dotted lines (1) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
8 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 8 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Rick Wurster Chair | Board Chair As of 7/2023 | 2024 | 2 yrs |
| Anne Casscells | Director | 2018 | 8 yrs |
| Bill Brownell | Director | 2020 | 6 yrs |
| Dan Kingsley | Director | 2018 | 8 yrs |
| Gregory Avis (also filed as Greg Avis) | Director | 2018 | 8 yrs |
| Linda B Segre (also filed as Linda Segre) | Director | 2020 | 6 yrs |
| Loretta Doon | Director | 2018 | 8 yrs |
| UNA Osili | Director | 2024 | 2 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
30 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Alyssa Williams | Managing Director- Marketing | 2018 |
| Anthony Matthews | Director | 2024 |
| Barbara Benware | VP Oversight/Risk | since 2018 |
| Barbara Benware Thru MAR 2020 | VP Oversight/Risk | 2021 |
| Brian Howell | MD Business Development | since 2018 |
| Bryan Gregston | Managing Director - Operations | since 2019 |
| Caleb Lund | Director | since 2022 |
| Chris Yaros to 52018 | Managing Director - Operations | 2018 |
| Denise Schuh | Managing Director - Legal | 2018 |
| Douglas Campbell | MD-Strategy, Offer Mgmt & Analysis | since 2020 |
| Frederick K Kaynor | VP MKT/Bus Development | since 2018 |
| Jamal Modir | Assistant Secretary (Until 06/22) | since 2018 |
| Jeff Salvesen | Asst. Corp. Secretary (As of 10/22) | 2023 |
| Joseph Bogner | Director | since 2022 |
| Julia Reed | Managing Director-Technology | since 2019 |
| Julie Hattle | Managing Director - Risk | since 2018 |
| Kimberly Laughton | President Thru 7/2021 | since 2018 |
| Kristopher Tate | Corporate secretary | since 2023 |
| Lori Kirkland | Director (Thru 1/2024) | since 2022 |
| Lorienne Lambert | Managing Director-Technology | 2019 |
| Lorrie Branson | Asst. Corp. Secretary | 2024 |
| Michael Maestas | MD-Invest Oversight & Due Diligence | since 2021 |
| Paul Talbot | Asst. Corp. Secretary | 2024 |
| R Scott McMillen | Company secretary | since 2018 |
| Sam Kang from 01312018 | VP Operations | 2019 |
| Samuel W Kang | VP Operations | since 2018 |
| Stephanie Diamond | MD Business Development | since 2018 |
| Stephanie Queisert | MD-Chief Financial Officer | since 2020 |
| Susan Heldman | VP & Controller Thru 7/2021 | since 2018 |
| William P Gisi | Asst. Corp. Secretary (Until 09/22) | 2023 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Samuel W Kang | President | 40 | $749k | $219k | |
| Frederick K Kaynor | MD-Bus Dev,MKTG & Strat Partner | 40 | $498k | $124k | |
| Michael Maestas | MD-Invest Oversight & Due Diligence | 40 | $471k | $124k | |
| Douglas Campbell | MD-Strategy, Offer Mgmt & Analysis | 40 | $438k | $124k | |
| Stephanie Queisert | MD-Chief Financial Officer | 40 | $419k | $109k | |
| Bryan Gregston | Director | 40 | $351k | $99k | |
| Caleb Lund | Director | 40 | $342k | $64k | |
| Anthony Matthews | Director | 40 | $318k | $69k | |
| Julia Reed | Director | 40 | $302k | $69k | |
| Alyssa Williams | Director | 40 | $286k | $64k | |
| Lorrie Branson | MD-Legal | 40 | $262k | $59k | |
| Anne Casscells | Director | 1 | $0 | ||
| Bill Brownell | Director | 1 | $0 | ||
| Dan Kingsley | Director | 1 | $0 | ||
| Gregory Avis | Director | 1 | $0 | ||
| Linda B Segre | Director | 1 | $0 | ||
| Loretta Doon | Director | 1 | $0 | ||
| Rick Wurster Until 122024 | Board Chair | 1 | $0 | ||
| Una Osili | Director | 1 | $0 | ||
| Kristopher Tate | Corporate Secretary | 1 | $0 | ||
| Paul Talbot | Asst Corp Secretary | 1 | $0 |
Colorado roster
16 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263016352). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Julie Sunwoo | President |
| Loretta Doon | Director |
| Kristopher Tate | Secretary |
| Adele Taylor | Chairperson |
| Paul Talbot | Assistant Secretary |
| Greg Avis | Director |
| Una Osili | Director |
| Doug Campbell | Managing Director |
| Stephanie Queisert | |
| Stephanie Queisert | CFO |
| Bill Brownell | Director |
| Linda B. Segre | Director |
| Fred Kaynor | Managing Director |
| Daniel R. Kingsley | Director |
| Anne Casscells | Director |
| Michael Maestas | Managing Director |
About
- Legal name
- Donor Advised Charitable Giving
- EIN
- 311640316
- Address
- 9800 Schwab Way, Lone Tree, CO, 80124-5768
- State
- Colorado
- Mission
- 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. (as filed on the Form 990)
- Activity (NTEE)
- T300 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 9 (IRS master file code)
- Formed
- 1999
- Principal officer
- Stephanie Queisert (as named on the Form 990)
- IRS ruling date
- 1 April 1999
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2024
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsAnne Casscells
≥8years on the filingsDan Kingsley
≥8years on the filingsGregory Avis
≥8years on the filingsLoretta Doon
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $47.55bn
- Total liabilities
- $124.7m
- Net assets or fund balances
- $47.42bn
- Contributions and grants received
- $11.11bn
- Program service revenue
- $0
- Grants and similar paid out
- $8.87bn
- Employees
- 226
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $9.66bn | $6.75bn | $2.91bn |
As filed on the IRS Form 990. US dollars.
Grants paid
25+ listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.Donor Advised Charitable Giving, Inc. likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- corporation
- Status
- Good Standing
- Formed
- 5 October 2009
- Registered agent
- Corporation Service Company (city and state not held)
This register does not publish officers or directors.