Client Dashboard
Insight into how your client experiences their Charityvest for Advisors Dashboard.
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Insight into how your client experiences their Charityvest for Advisors Dashboard.
Last updated
Was this helpful?
As an advisor, when you open a giving account on behalf of a client, your to complete their account setup and access their Dashboard.
Your client will experience a different Dashboard than you will with .
As a trusted stakeholder in their giving, it may be helpful to know what they will experience on their Dashboard so you can offer them guidance as they explore their account independently:
Your client can view key information about their DAF account on their Dashboard, including:
Your client can take several quick actions from their account on their Dashboard, including:
Grant to charity: button that your client can click to search for their chosen charity to recommend a grant from their fund.
Set up recurring grants: link to search for their chosen charity and configure the frequency of a recurring grant.
Search for charities: search bar at the top of the Dashboard where your client can search by charity name or EIN to find their information and recommend a grant.
By clicking on the left-hand menu bar, your client can navigate away from the main Dashboard to other pages available on their account, including:
Charities: search page where your client can enter charity name or EIN to find a given charity's information and recommend a grant. Your client can choose to click the heart icon next to a charity to favorite it for ease of access.
By clicking on their name in the top-right hand corner of their Dashboard, your client can configure all of their account settings, including:
Profile: update their name, fund name, email address, physical address, and personal grant sharing preferences.
Security settings: option to update account password and configure two-factor authentication for added security.
Your client is encouraged to visit the or contact Charityvest support via email:
Fund name: name of your client's giving fund, which defaults to [client first name's Charity Fund]. They can update this name in their .
Fund balance: total or cash balance of your client's giving fund in USD.
Investment status: indication of whether the account is .
Your advisor: your advisor , name, and email.
Recent activity: transaction ledger of most recent orcontributions, , , and if applicable. Your client can click on an individual transaction for more detailed information.
Contribute to fund: button that your client can click to make , and instructions on how they can get support for.
Set your giving goal: link to the , where your client can calculate and commit to give a percentage of pre-tax income.
Set up recurring contributions: link to configure a monthly contribution from a .
Activity: full transaction ledger of orcontributions, , , and if applicable. Your client can click on an individual transaction for more detailed information. They can also filter by date range, activity type, and organization name. If preferred, they can export their results to a CSV file as needed.
Community Funds: discovery page where your client can learn about values-aligned giving opportunities to support. Your client can click Request to lead a fund if they wish to .
Investing: details on your client's , along with historical performance and asset allocations.
Send a virtual gift card: submission form for your client to send .
Connected accounts: details on existing or and options for your client to edit, remove, or add new linked accounts.
Statements: list of downloadable You can also assist your client in .
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.