> For the complete documentation index, see [llms.txt](https://pcadafguide.foundationsource.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://pcadafguide.foundationsource.com/pca-instructions/create-an-account/invite-a-client-to-open-a-daf.md). # Invite a client to open a DAF Open a Foundation Source DAF account for your clients. {% embed url="" %} {% hint style="success" %} **Is your client looking to create a DAF on behalf of their private foundation or organization?** If a client is looking to create an account on behalf of their entity, you can follow these instructions, along with additional instructions listed [here](#private-foundation-instructions). {% endhint %} When you are ready to invite a new client to the Foundation Source DAF giving program, here are the steps to add them: * [ ] Log in to your PCA admin account Dashboard. * [ ] Click the Add Client button. * [ ] *If you wish to share your access to the Foundation Source DAF program with clients more broadly, or if a client wishes to sign up independently, you can copy/paste your personalized shareable enrollment link.* * [ ] Enter your client's first name, last name, and email in the fields provided. * [ ] *If you are opening an account for a private foundation/organization, enter the main point of contact* *for the private foundation or organization. The email used must be distinct from your client's personal Foundation Source DAF account email.* * [ ] *If you are sending an* *invitation to a client with an existing Charityvest account,* *be sure to use the email address that is associated with their existing Charityvest account, otherwise you will create a second account in their name.* * [ ] Click the checkbox Send welcome email to client with login details. If you do not select this checkbox, your client will be added to your Dashboard but will not yet be notified about the Foundation Source DAF program. You can opt to [send their invitation](/pca-instructions/create-an-account/resend-an-invitation-to-a-client.md) at a later date. * [ ] \[Optional] Enter their internal client ID for your reference. * [ ] Click the Continue button. * [ ] Review the new client account details. If accurate, click to Create account & send invite button. If you have selected to send them a welcome email, they will receive login instructions to claim their account. * [ ] Under your PCA admin Dashboard, you will see your new client listed as *Pending* until they claim their account. Once your client claims their account, you can click on your client's name to view their profile, edit their investment portfolio, and more. {% hint style="warning" %} **Notice that a client account is still *****Pending*****?** If a client account is *Pending*, they have not yet accepted your invitation to claim their donor-advised fund account. You will not be able to make adjustments to their account until they have completed their setup process. Learn how to resend their invitation [here](/pca-instructions/create-an-account/resend-an-invitation-to-a-client.md). {% endhint %} ## 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: * [ ] Email and request to convert this DAF to an organizational account. Be sure to include the following details: * Email subject line: Private Foundation/Organization Account Conversion Request * Email body: * Client's private foundation or organization DAF account email. * Private foundation or organization legal name. * [ ] Invite your client to update the Fund Name field of their Foundation Source DAF account to the name of their private foundation or organization by visiting their profile settings on their [client Dashboard](https://pcadafguide.foundationsource.com/client-how-to/client-dashboard). 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. {% hint style="warning" %} **Need to know what this experience looks like for a client?** Learn more about the client experience of account invitation from your Dashboard [here](/client-experience/client-account-invitation.md). {% endhint %} {% hint style="info" %} **Curious to learn more about the Foundation Source DAF program?** Contact for any program or product-related matters. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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