Track client grant status
Offer your clients peace of mind by confirming their grant delivery status.
With Charityvest for Advisors, clients can independently track the status of their grant to ensure their gift is received by their charity of choice in a timely manner. As an advisor, you can also follow along with the status of a client grant.
To track the status of a grant on behalf of a client:
Log in to your advisor account Dashboard.
Click on your client's name to expand their profile.
Click on the client's grant under their activity history.
You will be able to view information at each stage of the grant's journey:
Requested date: when your client successfully fills out the grant recommendation form.
Funds clearing date: when your client's funds become available to cover the grant amount.
Date sent to charity: when the grant is disbursed to the recipient charity, either by PayPal or check.
Date received by charity: when the grant is received by the recipient charity. In the case of checks, when the check is delivered.
Date deposited by charity: when the grant is deposited by check or accepted in PayPal.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest (support@charityvest.org) for platform-related matters.
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