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 make a grant on behalf of your client, as well as:

• Search for charities and Community Funds to share with your clients.

• Keep your clients informed by tracking the status of client grants.

• Encourage your clients to establish a legacy of giving alongside their families.

• Partner with vetted philanthropic advisors to offer structured guidance on your clients' charitable vision and grantmaking strategy.

• Initiate the international grantmaking process for your clients wishing to make cross-border gifts.

Your clients can give from their DAF accounts via:

• Client grantmaking: directing grants to eligible 501c3 charities and international charities (via TrustBridge Global).

• Client Community Funds: giving to client-led collective funds.

• Client virtual gift cards: sending gift cards to anyone.

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

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

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?

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 Charityvest’s Personal Charitable Giving Fund Policies and Guidelines.

Learn more about acceptable grant recommendations by visiting our public guidebook.

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