Invite fund managers on behalf of your client
Manage shared account access for your clients.
Once your client has accepted their invitation to their giving account under your firm's custom DAF program, you can invite others to join them in giving via shared accounts.
By sharing their account access, clients can:
Manage their family’s charitable fund alongside spouses or other loved ones.
Involve the next generation in philanthropy by sharing their account access with children or grandchildren.
Collaborate with trusted colleagues on corporate giving initiatives.
Clients can also add fund managers independently with shared account access.
Authorized fund managers
If your client wishes to share access to their private donor-advised fund account with one or more people, you can authorize additional fund members on their behalf.
The client who you, as their advisor, invited to open a donor-advised fund account is considered the primary fund manager, while any members invited to the fund later on are additional fund managers.
Primary fund manager
If your client is the primary fund manager on their giving account, they can:
Their personal information will be what recipient charities see (if they choose to share it).
My client is the primary fund manager. Will all tax receipts be in their name?
Tax receipting will be made in the name of the primary fund manager.
Additional fund managers
If your client was prompted to join an existing donor-advised fund account as an additional fund manager, they have full access to the account and have the same capabilities as the primary fund manager, with one exception – they cannot remove the primary fund manager.
My client has been added as an additional fund manager. Will they still get a tax receipt for their giving?
Annual tax statements will be made in the name of the primary fund manager for any contribution initiated. If your client is not the primary fund manager and wishes to receive a tax receipt in their name, please contact [email protected] for guidance.
How to invite additional fund managers
To invite anyone as an additional fund manager on a client account, while logged in to your advisor account Dashboard:
Click on your client’s name to expand their profile.
Select the Fund settings tab under their profile page.
Click the Add new members button under the Authorized fund members section.
Complete the invitation form with the email address of the recipient and optional invitation note.
Send your invitation. After you review and confirm the details, we’ll share your personal note and invitation in an email.
Your client's invited additional fund manager does not need an account under your firm's giving program or Charityvest. They will receive an email with instructions to join your client’s account. If they already have an account under your firm's giving program or Charityvest, they can sign in to access your client’s account. Otherwise, they will be invited to create a new Charityvest account.
What is the maximum number of fund managers my client can have on one account?
There is no hard limit on the number of fund managers on a donor-advised fund account in your giving program. If your client has a unique situation, please contact us at [email protected] for guidance on how to structure their account.
Remove shared access
If, as the primary fund manager, your client needs to remove an additional fund manager from their giving account, you can do so at any time, for any reason.
To remove additional fund managers on a client account, while logged in to your advisor account Dashboard:
Click on your client’s name to expand their profile.
Select the Fund settings tab under their profile page.
Click the three dots next to the name of the fund manager you wish to remove in the Authorized fund members section.
Click the Remove button and confirm your decision.
Once your client removes fund access for an additional fund manager, the changes will take effect immediately. Additional fund managers will no longer be able to view or act on their giving account. All future giving scheduled by the deactivated fund manager will be canceled. If they wish to retrieve their contribution history, they will need to contact [email protected].
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