LogoLogo
  • 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
Powered by GitBook
On this page
Export as PDF
  1. Grant on behalf of your client

Family giving

Invite your client's family into the giving conversation.

PreviousTrack client grant statusNextPhilanthropic advisory

Last updated 5 months ago

Many of your clients may give closely alongside their family members. With the Foundation Source DAF giving platform, your clients can invite their family into their giving experience by:

  • Aligning family values with impact and creating a family-named .

  • Encouraging generational giving by seeding accounts for loved ones or children via .

  • Establishing a family legacy by setting up family members as of their DAF.

Community Fund
virtual gift cards
beneficiaries

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

support@charityvest.org