Foundation Source PCA DAF Guide
Giving accounts for your clients.
Last updated
Giving accounts for your clients.
Last updated
Important Note: The Foundation Source PCA DAF Guide is privately available for private client advisors. The public Guide to Charityvest is the main how-to resource for your clients.
This guide, curated specifically for private client advisors, aims to provide you with everything you could ever want to know about how to use the Foundation Source donor-advised fund platform as part of your charitable giving offering to your clients. It includes:
Getting started: what you need to know to make the most out of the Foundation Source donor-advised fund platform experience. An overview of the partnership between Charityvest and Foundation Source, client-facing collateral describing the value of donor-advised funds, concise information on how to set up your advisor account, quick answers to commonly asked questions, and a breakdown of applicable client fees.
How PCAs use the Foundation Source DAF: detailed written and video instructions on how to navigate the platform as a private client advisor. In your role as a PCA on the Foundation Source donor-advised fund platform, you can , review , , , , and .
How clients use the Foundation Source DAF: high-level context on what is possible for a client on the Foundation Source donor-advised fund platform, including insight into the client experience of their , , , , , , , , , and . Each section includes shareable links to how-to instructions from our client-facing Charityvest public guide.
Please reach out if you have any questions as you get acquainted. Contact support@charityvest.org for any program or product-related matters.
There are many reasons to consider leveraging a Foundation Source DAF with your clients:
Simple Charityvest custody. Maintain accounts directly with Charityvest's native custodian and enjoy automated DAF administration, including automatic liquidation and rebalancing to fund grants.
Client-friendly educational resources. Highly practical training and resources for PCAs to discuss DAFs with clients, deepening relationships.
Here is why the Foundation Source DAF is a modern giving experience for clients:
Clients enjoy a simple, easy-to-use DAF experience. Offer your clients a seamless giving experience.
Responsive donor support. A human support team will delight clients with answers to their questions while protecting the PCA's time.
In addition to platform offerings, the Foundation Source DAF is aligned with partners who offer best-in-class services.
Standard fees apply to donations processed through our third party partners, and can be deducted from contribution proceeds.
Curious to learn more about the Foundation Source DAF program? Contact support@charityvest.org for any program or product-related matters.
Giving accounts for your clients. A streamlined program for PCAs to paired with a beautiful interface for clients.
Simple account opening and rollovers. for one or many clients in a few clicks. Rollover existing DAFs seamlessly. No forms needed.
Facilitate asset contributions. PCAs can , with instructions at their fingertips to provide to the client's financial advisor.
Beautiful client interface. Clients can self-serve cash and cryptocurrency , lean on their PCAs for support on more complex contributions, set up recurring contributions and grants, and enjoy a streamlined modern experience that makes using a DAF simple and delightful.
Automated, single tax receipts for all clients. Clients get one automated for all giving delivered in time for filing.
Estate planning features. Clients can name and extend their impact to future generations.
Broad philanthropic choice. Clients may , once or on a recurring basis, and send charitable funds to friends and family as gifts.
Access to dynamic community funds. Clients may participate in a growing collective of , and can even launch their own for a giving area where they are particularly passionate.
Charitable Solutions, LLC can assist in facilitating the donation of any complex or illiquid asset.
: Impact Foundation is a 501(c)(3) public charity that allows clients to recommend custom investments in their Impact Accounts (a donor-advised fund).
. TrustBridge Global can manage the processing and delivery of all international grants. They can deliver grants to any international NGO, provided there is verified compliance with IRS regulations.
For clients that are looking for more structured guidance to design their philanthropic plan, you can leverage certified philanthropic advisor partners.
