> For the complete documentation index, see [llms.txt](https://pcadafguide.foundationsource.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://pcadafguide.foundationsource.com/client-experience/client-investing.md).

# Client investing

Resources to share with your clients about investing from their giving account.

By default, the balance of a Foundation Source donor-advised fund account is held in cash, and is free to use. This is ideal for short-term grantmaking. For private foundation clients looking to use a DAF as a complementary grantmaking tool, a Cash account is likely the best fit.

If your client is looking to invest, you will need to [edit their investment allocation](broken://spaces/m6D70REL1x557OfeIjyD/pages/njNNZ0r7ruxt5DNZNvvn), which will automatically enroll them in a paid [Invested ](https://pcadafguide.foundationsource.com/how-client-fees-work)account.

{% hint style="info" %}
**Coming soon: option for clients to choose or modify their investment portfolios directly.** At this time, your client cannot invest their DAF balance independently, though they can request to leverage [impact investing](https://pcadafguide.foundationsource.com/client-experience/client-investing#impact-investing).
{% endhint %}

Additionally, if your client expresses interest, you can [request to connect with Charityvest's impact investments partner](/pca-instructions/enable-investing/impact-investing-partnership.md), or they can do so [independently](#impact-investing).

{% hint style="info" %}
**Does your client have questions about their investments in their DAF account?**

Your client is encouraged to visit the [Charityvest Guidebook](https://guide.charityvest.org/) or contact Charityvest support via email: <support@charityvest.org>
{% endhint %}

### Impact investing

{% embed url="<https://guide.charityvest.org/for-donors/getting-started/enable-investing/impact-investing>" %}

For clients, it is simple to initiate a conversation about impact investments independently.&#x20;

To get started with impact investing, your client can follow the [instructions provided in the Charityvest public guide](https://guide.charityvest.org/for-donors/getting-started/enable-investing/impact-investing).

{% hint style="info" %}
**Curious to learn more about the Foundation Source DAF program?** Contact <support@charityvest.org> for any program or product-related matters.
{% endhint %}


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