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  • Getting Started
  • PCA Instructions
  • Client Experience
  • Open a client DAF account
    • Invite a client to open a DAF
    • Resend an invitation to a client
  • Contribution options
    • Stock and mutual funds
    • DAF transfers
    • Wire transfers
    • Complex assets
    • IRAs
  • Edit client investment allocations
    • Charityvest DAF portfolio options
    • How portfolio rebalancing works
    • Impact investing partnership
  • Grant on behalf of your client
    • Request a client grant
    • Search for charities and Community Funds
    • Track client grant status
    • Family giving
    • Philanthropic advisory
    • International grantmaking
  • Retrieve client tax statements
  • Leverage philanthropic services
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