Request a client grant

Complete a grant recommendation on behalf of your client.

Once your client claims their invitation to the Foundation Source DAF program, it is possible to initiate a grant request to any of the more than 1.4 million available public charities on their behalf.

To make a grant on behalf of your client:

• Log in to your PCA admin account Dashboard.

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

• Click the Grant to charity button.

• Search for your client’s chosen charity via name or EIN. Their favorite charities will be displayed.

• Select the One-time grant or Recurring grant tab, depending on your client’s needs.

• Enter the grant Amount.

• Review your client's source of funds. Our system will default to drawing down from your client’s fund balance. If the amount of the grant is greater than their fund balance, their linked funding source (such as a credit card or bank account) will be debited to cover the remaining amount.

• Update the Purpose, Frequency, and information sharing details as per your client’s preferences. Click the Continue button.

• Review the grant details, and click the Submit on behalf of [your client] button.

Want to ensure your grant recommendation is compliant?

Grant recommendations are reviewed to verify they are free from private benefit, do not fulfill any existing obligation to the chosen charity, and adhere to Charityvest’s Personal Charitable Giving Fund Policies and Guidelines.

Learn more about acceptable grant recommendations by visiting our public guidebook.

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