Insight into how your client experiences their Foundation Source DAF Dashboard.
As a PCA, 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 .
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
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.
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 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.
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.
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.
Send a virtual gift card: submission form for your client to send virtual gift cards.
Coming soon: option for clients to edit their DAF investment allocations directly. At this time, your client cannot invest their DAF balance independently, though they can request to leverage impact investing.
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.
Security settings: option to update account password and configure two-factor authentication for added security.
Investment status: indication of whether the account is .
Your advisor: your PCA , name, and email.
Recent activity: transaction ledger of most recent independent or contributions, grants, gift cards, 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 independent contributions of cash or cryptocurrency, and instructions on how they can get support for .
Activity: full transaction ledger of independent or contributions, grants, gift cards, 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.
Investing: details on your client's account portfolio, along with historical performance and asset allocations.
Statements: list of downloadable annual tax statements. You can also assist your client in .
Curious to learn more about the Foundation Source DAF program? Contact support@charityvest.org for any program or product-related matters.