Open a client DAF account

In a few simple steps, open a DAF account for your client.

As a PCA, you can invite your clients to access the Foundation Source DAF giving:

• Invite a client to open a DAF: for individual or private foundation clients that wish to open a DAF account.

• Resend an invitation to a client: once you have opened a client DAF account, you can also use your PCA admin account to resend an invitation email as often as needed.

Preparing to open a client donor-advised fund account?

All you need is their full name, email, and private foundation or organization legal name (if applicable) to get started with the Foundation Source DAF program. The IRS does not require more detail for donors, as accounts are titled under the donor-advised fund sponsoring organization (in this case, Charityvest).

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