Set up your advisor account
How to set up your advisor account and make the most of your firm's custom DAF platform.
Your advisor account is your home for your firm's custom giving program. From your advisor Dashboard, you can open donor-advised fund accounts, initiate contributions, manage investing on behalf of your clients, and more.
When you're ready to join your firm's custom DAF platform, here are the first steps to set yourself and your clients up for success:
Advisor Dashboard tour
Your advisor account is where you can access your firm's custom giving program to open DAF accounts, initiate contributions, and manage investing on behalf of clients.
This video is a brief walkthrough of your experience as an advisor.
Need to know what the experience looks like for a client?
Learn more about the client experience of their giving account here.
Create your advisor admin account
If you're reading this, you may already have access to your advisor login. If so, you can skip ahead to the next step.
Otherwise, in order to get started with your advisor account:
Reach out to your firm's program manager. Your firm's main contact for Charityvest for Advisors will be able to invite you to the platform. We recommend providing them with your work email for this account.
You will receive an email invitation from Charityvest (be sure to check your Junk folder for an email from: info@notifications.charityvest.org).
Claim your advisor account by following the instructions in the email.
Need to share your account access with a team member?
Once you create your advisor login credentials, you can share them with your team to help you perform account actions.
For security purposes, only share your login information with your trusted associates.
Update your profile picture
Connect with your clients and build trust through your firm's custom giving platform by putting a face to your name. To add a profile picture to your advisor account, once logged in to your account:
Click your name in the top right-hand corner of the Dashboard.
Click Profile from the dropdown menu bar. You will be redirected to your advisor account profile.
Under Personal Profile, click to add or change your photo. Your image will be cropped to a square size, and must be less than 250 KB.
Uploading your profile picture?
If you need to decrease the size of your headshot to fit the size parameters of your Profile, we recommend leveraging an online image resizing tool.
Invite a client
You may have a client with an existing donor-advised fund that is eager to expand their giving via your firm's custom giving platform, or you may identify a client without a donor-advised fund that would benefit from your firm's custom DAF accounts.
Either way, you can follow these written and video instructions to open client DAFs.
Questions about fees associated with opening and maintaining client DAF accounts?
Learn more about how applicable client fees work with Charityvest for Advisors here.
View investing options
At this time, you have the option to maintain a client's DAF balance in cash or in a selection of custom portfolios.
When you are ready, you can follow these written and video instructions to activate and manage investing on client DAFs.
Manage client contributions
Once your client has accepted their invitation to their giving account, it is possible to add to their DAF account balance with a contribution.
There are several accepted DAF contribution methods. As an advisor, you can assist your client to complete contributions of stock and/or mutual funds, DAF transfers, wire transfers, and complex assets. Clients can also make independent contributions of cash and cryptocurrency from their DAF account.
Follow our written and video instructions to facilitate client contributions, or learn more about independent client contributions.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest (support@charityvest.org) for platform-related matters.
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