Grant on behalf of your client

Invite your clients to lead a richer philanthropic life with unique DAF giving opportunities.

PreviousImpact investing NextSearch for charities and Community Funds

Last updated 8 months ago

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Grant on behalf of your client

Invite your clients to lead a richer philanthropic life with unique DAF giving opportunities.

You are a trusted stakeholder in your clients' giving journey. With your firm's custom giving program, you can confidently address your clients' philanthropic inquiries and help direct their DAF dollars effectively.

As an advisor, you can , as well as:

to share with your clients.
Keep your clients informed by .
Encourage your clients to establish a legacy of giving alongside their .
Partner with vetted to offer structured guidance on your clients' charitable vision and grantmaking strategy.
Initiate the process for your clients wishing to make cross-border gifts.

Your clients can give from their DAF accounts via:

Does your client have questions about how to give from their DAF?

Make a grant on behalf of your client

To make a grant on behalf of your client:

Log in to your advisor account Dashboard.
Click on your client's name to expand their profile.
Click the Grant to charity button.
Search for your client’s chosen charity via name or EIN. Their favorite charities will be displayed.
Select the One-time grant or Recurring grant tab, depending on your client’s needs.
Enter the grant Amount.
Review your client's source of funds. Our system will default to drawing down from your client’s fund balance. If the amount of the grant is greater than their fund balance, their linked funding source (such as a credit card or bank account) will be debited to cover the remaining amount.
Update the Purpose, Frequency, and information sharing details as per your client’s preferences. Click the Continue button.
Review the grant details, and click the Submit on behalf of [your client] button.

Want to ensure your grant recommendation is compliant?

PreviousImpact investing NextSearch for charities and Community Funds

Last updated 8 months ago

Was this helpful?

Make a grant on behalf of your client

To make a grant on behalf of your client:

Click on your client's name to expand their profile.

Click the Grant to charity button.

Search for your client’s chosen charity via name or EIN. Their favorite charities will be displayed.

Select the One-time grant or Recurring grant tab, depending on your client’s needs.

Enter the grant Amount.

Review your client's source of funds. Our system will default to drawing down from your client’s fund balance. If the amount of the grant is greater than their fund balance, their linked funding source (such as a credit card or bank account) will be debited to cover the remaining amount.

Update the Purpose, Frequency, and information sharing details as per your client’s preferences. Click the Continue button.

Review the grant details, and click the Submit on behalf of [your client] button.

Want to ensure your grant recommendation is compliant?

Grant recommendations are reviewed to verify they are free from private benefit, do not fulfill any existing obligation to the chosen charity, and adhere to .

Learn more about acceptable grant recommendations by .

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.