Client account invitation

Insight into how your client experiences a Charityvest for Advisors account invite.

As an advisor, when you open a giving account on behalf of a client through your firm's custom giving program, your client will receive an invitation via email explaining the nature of the program and prompting them to complete their account setup.

We encourage you to discuss your firm's custom DAF program with your client prior to inviting them, to ensure they are prepared and enthusiastic about getting started.

As a trusted stakeholder in their giving, it may be helpful to know what they will receive as part of their account invitation so you can offer them guidance as they first experience their giving account independently.

Depending on how your client discovers your firm's custom giving program, they will experience slightly different account invitations:

• Clients invited from your Dashboard

• Clients that enroll via your sign-up link

• Clients that already have a Charityvest account

Once your client accepts their account invitation, they will be invited to establish their login credentials and access their client Dashboard to enjoy the benefits of their giving account.

Does your client have questions about their account invitation?

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

Clients invited from your Dashboard

When you invite a client from your dashboard, an invitation will be sent to the client email you provided. You have the option to preview the email prior to sending.

Your client will receive:

• An invitation email from Charityvest ([e-mail]). If they are not able to locate the email, it may have ended up in their Junk folder.

• The Accept my account button prompt located in the body of the email, which they can click to proceed.

• OneGive program details, including your name as their advisor and terms of the account.

Once your client approves that their information is accurate and the terms are agreeable, they will be welcomed to your firm's custom giving program.

Clients that enroll via your sign-up link

When your client enrolls via your unique sign-up link, your client will receive a verification email, after they enter their details in a sign-up website form.

Your client will see:

• Let's start with some basic information website form prompt, where they can enter their personal details. When complete, they can click Continue.

• First we need to verify your email website form prompt, where they will be invited to enter a verification code once they receive it via email from Charityvest ([e-mail]).

• Your firm's giving program details, including your name as their advisor and terms of the account.

Once your client approves that their information is accurate and the terms are agreeable, they will be welcomed to your firm's DAF program.

Clients that already have a Charityvest account

It is possible that your client has an existing Charityvest donor-advised fund account. If so, you can invite them to move their account to your firm's platform, instantly.

Much like clients you invite from your Dashboard, they will receive:

• An invitation email from Charityvest ([e-mail]). If they are not able to locate the email, it may have ended up in their Junk folder.

• Your firm's giving program details, including your name as their advisor and terms of the account.

Once they accept this request, you will be able to view and manage their profile from your advisor account.

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.