Edit client investment allocations

Edit DAF investment portfolios on behalf of your clients.

By default, the balance of a Foundation Source donor-advised fund account is held in cash, and is free to use. This is ideal for short-term grantmaking. For private foundation clients looking to use a DAF as a complementary grantmaking tool, a Cash account is likely the best fit.

If your client is looking to invest, you will need to edit your client's investment allocation, which will automatically enroll them in a paid Invested account.

Coming soon: option for clients to choose or modify their investment portfolios directly. At this time, your client cannot invest their DAF balance independently, though they can request to leverage impact investing.

Once your client claims their invitation to the Foundation Source DAF program, it is possible for you to update their Invested account portfolio.

To edit a Foundation Source DAF investment portfolio on behalf of a client:

• Log in to your PCA admin account Dashboard.

• Click on your client's name to expand their profile.

• Under the Portfolio section, you will see their account is in Cash.

• Click the Modify button if you wish to edit their investment portfolio.

• Under the Investment portfolio module, select from the drop down menu and click on your preferred Charityvest investment portfolio.

• To finalize the change, click the “Change investment” button.

• You will see your client's new portfolio selection reflected on their profile.

Need help choosing a specific investment portfolio?

We recommend you review the available Charityvest DAF portfolio options here.

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