Resend an invitation to a client

Remind your client to claim their Foundation Source DAF account.

Trying to decide if you should resend a client invitation?

Clients that receive your firm's giving program account invitation will also receive automated reminders after 7, 30, 60 and 90 days. We recommend sending a reminder email if your client requests it.

You may have initially chosen not to notify your client upon creating their account. Alternatively, you may need to send your client a reminder email to claim their account. Either way, you can use your PCA admin account to trigger an invitation email to your client with their login details.

Here are the steps to send or resend a client invitation:

• Log in to your PCA admin account Dashboard.

• Search or scroll to locate your client's name.

• Click on their name to view their DAF account profile.

• Next to the mail icon, click the blue hyperlink text, Send invite or Resend invite.

• Click the Send invite button to confirm. The invite will be delivered to the email address associated with your client's account.

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