Contribution options

Available contribution methods for your clients.

Once your client has accepted their invitation to the Foundation Source DAF program, the next step is to invite them to add to their account balance with a contribution.

There are several accepted DAF contribution methods.

As a PCA, you can assist your client to complete the following types of contribution:

• Stock and/or mutual funds

• DAF transfers

• Wire transfers

• Complex assets

Clients can also make the following contributions independently:

• Bank account

• Debit / credit cards

• Cryptocurrency

• DAF transfers

• Wire transfers

• Checks

• Complex assets

• Company matches

Does your client have questions about making an independent contribution to their donor-advised fund account?

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

Timing expectations

Once your client has completed a contribution, depending on the modality, you should see it appear in your client's account balance within 1-2 business days from when it has been received.

Once a client contribution is successful, cash must be cleared into Charityvest's partner financial institution before it can be sent to charity or invested. As a general rule, you should expect your client's contributed amount to be fully available within 3 business days of the successful transaction being posted to their account.

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