Contribute on behalf of your client

Facilitate contributions of stock, mutual funds, DAF transfers, wire transfers for your clients.

Once your client has accepted their invitation to your firm's DAF program, it is possible to add to their account balance with a contribution.

There are several accepted DAF contribution methods. As an advisor, you can assist your client to complete the following types of contribution:

• Stock and/or mutual funds

• DAF transfers

• Wire transfers

• Complex assets

Clients can also make the following contributions independently:

• Bank account

• Debit / credit cards

• Cryptocurrency

• DAF transfers

• Wire transfers

• Checks

• Complex assets

• Company matches

Does your client have questions about making an independent contribution to their donor-advised fund account?

Your client is encouraged to visit the Charityvest Guidebook or contact Charityvest support via email: [e-mail]

Timing expectations

Once you have initiated a client's contribution, depending on the modality, you should see it appear in your client's account balance within 1-2 business days from when the Charityvest operations team receives it.

Clients can make use of their balance as soon as it becomes available to independently request a grant, support a Community Fund, and more.

However, once a client contribution is successful, cash must be cleared into our partner financial institution before it can be sent to charity or invested. As a general rule, you should expect your client's contributed amount to be fully available for funding grant requests, sending charity gift cards, or investing within 3 business days of the successful transaction being posted to their account.

Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest ([e-mail]) for platform-related matters.