Client Dashboard
Insight into how your client experiences their Charityvest for Advisors Dashboard.
As an advisor, when you open a giving account on behalf of a client, your client will receive an invitation to complete their account setup and access their Dashboard.
Your client will experience a different Dashboard than you will with your advisor account.
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:
Does your client have questions about their Dashboard?
Your client is encouraged to visit the Charityvest Guidebook or contact Charityvest support via email: support@charityvest.org
Client account information
Your client can view key information about their DAF account on their Dashboard, including:
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 Profile settings.
Fund balance: total invested or cash balance of your client's giving fund in USD.
Investment status: indication of whether the account is Invested.
Your advisor: your advisor profile photo, name, and email.
Recent activity: transaction ledger of most recent independent or advisor-facilitated contributions, grants, gift cards, and fees if applicable. Your client can click on an individual transaction for more detailed information.
Client account actions
Your client can take several quick actions from their account on their Dashboard, including:
Contribute to fund: button that your client can click to make independent contributions of cash or cryptocurrency, and instructions on how they can get support for stock contributions and other complex assets.
Grant to charity: button that your client can click to search for their chosen charity to recommend a grant from their fund.
Set your giving goal: link to the giving goal tool, 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 linked cash account.
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.
Client account menu
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:
Activity: full transaction ledger of independent or advisor-facilitated contributions, grants, gift cards, and fees 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.
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.
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 create their own Community Fund.
Investing: details on your client's invested portfolio, along with historical performance and asset allocations.
Send a virtual gift card: submission form for your client to send virtual gift cards.
Client account settings
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.
Connected accounts: details on existing debit / credit cards or bank accounts and options for your client to edit, remove, or add new linked accounts.
Statements: list of downloadable annual tax statements. You can also assist your client in retrieving these statements.
Security settings: option to update account password and configure two-factor authentication for added security.
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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