Share giving opportunities

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 inquires and help direct their DAF dollars effectively.

As an advisor, you currently cannot make grants on behalf of your clients. You can:

• 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: [e-mail]

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.