Wire transfers
Retrieve the information you need to make a wire transfer on behalf of your clients.
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Retrieve the information you need to make a wire transfer on behalf of your clients.
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Your client can, though as a trusted stakeholder, they may wish for your your assistance in contributing cash via wire transfer to their giving account through your firm's custom giving program.
To complete a fee-free wire transfer contribution on behalf of your existing giving program clients:
Log in to your advisor account Dashboard.
Click on your client's name to expand their profile.
Click the Make a contribution button (only available once a client has accepted their invitation).
Select the Make a wire transfer button.
Retrieve the required omnibus bank account information.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest () for platform-related matters.