Invite a client to open a DAF

Open a Foundation Source DAF account for your clients.

When you are ready to invite a new client to the Foundation Source DAF giving program, here are the steps to add them:

Once your client claims their account, you can click on your client's name to view their profile, edit their investment portfolio, and more.

Private foundation instructions

If your client is looking to create a DAF account for their private foundation or another organization they lead, you can use the instructions listed above to invite them to open a DAF.

Once your client claims their account:

The account conversion will be processed in 1-2 business days. In the meantime, your client can still use their Foundation Source DAF account on behalf of their private foundation or organization.

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

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