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, which will automatically enroll them in a paid Invested account.

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.

Additionally, if your client expresses interest, you can request to connect with Charityvest's impact investments partner, or they can do so independently.

Does your client have questions about their investments in their DAF account?

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

Impact investing

Impact investing | The Charityvest Guideguide.charityvest.org

For clients, it is simple to initiate a conversation about impact investments independently.

To get started with impact investing, your client can follow the instructions provided in the Charityvest public guide.

Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.