Your client can , though as a trusted stakeholder, they may wish for your assistance in moving some or all of their existing donor-advised fund assets to their account within the Foundation Source DAF giving program.

To facilitate a DAF transfer on behalf of your existing DAF giving program clients:

• Log in to your PCA admin account Dashboard.

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

• Click the Make a contribution button (only available once a client has accepted their invitation).

• Select the Transfer a donor-advised fund button.

• Follow the on-screen instructions to retrieve the information needed for your client to complete their DAF transfer.

Tax considerations

DAF transfers are not new charitable contributions, and are therefore not considered tax-deductible. When Charityvest posts your client's DAF transfer, it will be automatically marked as not tax-deductible and it will not appear on their year-end tax statement.

Once your client has accepted their invitation to the Foundation Source DAF program, the next step is to invite them to add to their account balance with a contribution.

There are several accepted DAF contribution methods.

As a PCA, you can assist your client to complete the following types of contribution:

• Stock and/or mutual funds

• DAF transfers

• Wire transfers

• Complex assets

Clients can also make the following contributions independently:

• Bank account

• Debit / credit cards

• Cryptocurrency

• DAF transfers

• Wire transfers

• Checks

• Complex assets

• Company matches

Timing expectations

Once your client has completed a contribution, depending on the modality, you should see it appear in your client's account balance within 1-2 business days from when it has been received.

Once a client contribution is successful, cash must be cleared into Charityvest's partner financial institution before it can be sent to charity or invested. As a general rule, you should expect your client's contributed amount to be fully available within 3 business days of the successful transaction being posted to their account.

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.

As a PCA, you can invite your clients to access the Foundation Source DAF giving:

• Invite a client to open a DAF: for individual or private foundation clients that wish to open a DAF account.

• Resend an invitation to a client: once you have opened a client DAF account, you can also use your PCA admin account to resend an invitation email as often as needed.

With the Foundation Source DAF program, it is easy to help your client make a contribution of long-term appreciated securities, enabling them to deduct the full fair market value of the donated asset, avoid capital gains taxes, and use the full liquidated value for charitable giving.

There are two ways to support your clients as they contribute securities:

• Stocks & ETFs: provide instructions for your client to make a gift of stock or ETFs to their unique Charityvest receiving account.

• Mutual Funds: if your client's contribution contains mutual funds, it will need to be sent to the omnibus receiving account, and include relevant client information in the memo field.

Stocks & ETFs

To facilitate a contribution of stock on behalf of your existing DAF clients:

• Log in to your PCA admin account Dashboard.

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

• Click the Make a contribution button (only available once a client has accepted their invitation).

• Select the Donate ETFs, equities, or fixed income button.

• On the Contribute stocks and ETFs screen, retrieve your client’s unique account information.

• Share this information with your client or their financial advisor to equip them with the details needed for this contribution. Their brokerage will have a process in place to initiate a charitable gift of stock. Once the contribution is received by Charityvest's partner brokerage, it will automatically be liquidated and the proceeds will be posted to your client's balance.

Mutual Funds

To make a contribution of mutual funds on behalf of your existing giving program clients:

• Log in to your PCA admin account Dashboard.

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

• Click the Make a contribution button (only available once a client has accepted their invitation).

• Select the Donate mutual funds button.

• On the Contribute publicly-traded securities screen, retrieve the omnibus mutual fund receiving account information.

• Share this information with your client or their financial advisor to equip them with the details needed for this contribution. Their brokerage will have a process in place to initiate a charitable gift of mutual funds. Once the contribution is received by Charityvest's partner brokerage, it will automatically be liquidated and the proceeds will be posted to your client's balance.

Tax considerations

Upon a successful contribution of stock and/or mutual funds, your client will receive an estimate of the tax-deductible value of their stock and ETF donations at the time the gift is posted to their account.

For stocks and ETFs, Charityvest uses the IRS recommended method; the simple average price of the publicly-traded security on the day Charityvest receives it. Specifically, Charityvest takes the day's low price and the day's high price, and averages them.

Ultimately, it is your client's responsibility as the taxpayer to accurately represent and claim a tax deduction on their income taxes; all information provided by Charityvest is for convenience only. For more detail, you can direct your client to the appreciated asset tax matters section provided in the Charityvest public guide.

When you are ready to invite a new client to the Foundation Source DAF giving program, here are the steps to add them:

• Log in to your PCA admin account Dashboard.

• Click the Add Client button.

  • If you wish to share your access to the Foundation Source DAF program with clients more broadly, or if a client wishes to sign up independently, you can copy/paste your personalized shareable enrollment link.

• Enter your client's first name, last name, and email in the fields provided.

  • If you are opening an account for a private foundation/organization, enter the main point of contact for the private foundation or organization. The email used must be distinct from your client's personal Foundation Source DAF account email.

  • If you are sending an invitation to a client with an existing Charityvest account, be sure to use the email address that is associated with their existing Charityvest account, otherwise you will create a second account in their name.

• Click the checkbox Send welcome email to client with login details. If you do not select this checkbox, your client will be added to your Dashboard but will not yet be notified about the Foundation Source DAF program. You can opt to send their invitation at a later date.

• [Optional] Enter their internal client ID for your reference.

• Click the Continue button.

• Review the new client account details. If accurate, click to Create account & send invite button. If you have selected to send them a welcome email, they will receive login instructions to claim their account.

• Under your PCA admin Dashboard, you will see your new client listed as Pending until they claim their account.

Once your client claims their account, you can click on your client's name to view their profile, edit their investment portfolio, and more.

Private foundation instructions

If your client is looking to create a DAF account for their private foundation or another organization they lead, you can use the instructions listed above to invite them to open a DAF.

Once your client claims their account:

• Email support@charityvest.org and request to convert this DAF to an organizational account. Be sure to include the following details:

  • Email subject line: Private Foundation/Organization Account Conversion Request

  • Email body:

    • Client's private foundation or organization DAF account email.

    • Private foundation or organization legal name.

• Invite your client to update the Fund Name field of their Foundation Source DAF account to the name of their private foundation or organization by visiting their profile settings on their client Dashboard.

The account conversion will be processed in 1-2 business days. In the meantime, your client can still use their Foundation Source DAF account on behalf of their private foundation or organization.

Your clients may wish for your assistance in contributing a variety of complex assets to their giving account through the Foundation Source DAF giving program, including:

• Private / Pre-IPO Stock

• LLC and Limited Partnership interests

• Private Equity, Hedge Fund, and Venture Capital Fund interests

• Real Estate

• Life Insurance

• Retirement assets

• Royalties

For specialized donations, Charityvest partners with a purpose-built complex gift acceptance firm to receive, report, custody, liquidate, and distribute proceeds for such assets. Charitable Solutions LLC has nearly two decades of experience and has processed nearly $4.5 billion in non-cash gifts from individual donors into their donor-advised funds at various sponsors.

How it works

1. As early as practical, request an introduction. Request an introduction to Charitable Solutions via your client’s profile in your PCA admin account. Please fill in any available details regarding the possible donation.

2. Receive consultation on gift process, timing, and fees. Charitable Solutions will cover the process and potential transaction with you and your client, including a timeline and gift processing fees. There is no cost or obligation to receive this consultation.

3. Charitable Solutions receives and liquidates the donation, transferring proceeds to the client's account. Once the asset is sold, the proceeds will be posted to your client's giving account, net of processing fees, and will be available for granting. Charitable Solutions will provide gift acknowledgment to substantiate the donation for tax purposes.

Request to contribute complex assets on behalf of a client

If you are interested in facilitating a contribution of a complex asset on behalf of a client:

• Log in to your PCA admin account Dashboard.

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

• Click the Make a contribution button (only available once a client has accepted their invitation).

• Select the Donate privately held or complex assets button.

• On the Donate complex assets screen, review the step-by-step process overview. Click the Get started button. You can also click to view the 1-pager for more information about Charitable Solutions.

• Complete the form details to initiate an introduction to the Charitable Solutions team. You will need to provide the following information:

  • Description of asset.

  • Estimated fair market value of asset, if known.

  • Estimated liquidity timing, if known.

  • Additional information or questions.

• Based on your entry for Estimated fair market value of asset, Charityvest will automatically estimate the fee range in accordance with the Charitable Solutions fee structure.

• Click Message Charitable Solutions to submit. Charityvest will share your inquiry with the Charitable Solutions team along with a summary of responses to you and your client for reference.

• Charitable Solutions will follow up directly to help you get started.

Partner fees

Charitable Solutions assesses an industry-standard fee for service of 1-3% on complex asset donations, with a minimum fee of $10,000. There is no cost or obligation to receive the initial consultation.

Timing

We recommend that you complete the contribution request form for complex assets as early as possible, once you have determined that your client is reasonably likely to initiate this contribution.

Your client can , though as a trusted stakeholder, they may wish for your your assistance in contributing cash via wire transfer to their giving account through the Foundation Source DAF giving program.

To facilitate a fee-free wire transfer contribution on behalf of your existing DAF giving program clients:

• Log in to your PCA admin account Dashboard.

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

• Click the Make a contribution button (only available once a client has accepted their invitation).

• Select the Make a wire transfer button.

• Retrieve the required omnibus bank account information.

While not often advantageous from a tax perspective, your client may use distributions from their individual retirement account (IRA) to contribute to their donor-advised fund account.

To do so, you would need to assist your client in:

• Taking a distribution from their IRA.

• Including the distribution as part of their annual income for tax purposes.

• Making a wire transfer or other form of .

Qualified charitable distributions (QCDs)

If your client is at the age where they must take the required minimum distribution (RMD) each year, they may wish to contribute some or all of this RMD for charitable purposes to optimize their tax benefit and philanthropic impact. This is possible for clients via qualified charitable distributions (QCDs).

IRS prohibits DAFs from receiving QCDs. However, Charityvest can receive QCDs into a specialized fund type called a single identified organization fund (SIO), which makes distributions only to a single eligible charitable organization.

To set up an SIO to receive a QCD, Charityvest currently leverages its Community Fund infrastructure. Learn more about client Community Funds .

QCDs must be issued in the name of the charity (in this case, ).

For additional information including payment address and/or bank transfer information, please contact support@charityvest.org, and for assistance in completing the QCD on behalf of your client.

Your client may express interest in leveraging their donor-advised fund balance to:

• Invest in / make loans to for-profit social ventures.

• Make recoverable grants or loans to charities loans.

As their PCA, you can request to partner with Impact Foundation to offer impact investing to your client via the Foundation Source DAF giving program.

Impact Foundation is a 501(c)(3) public charity that allows clients to recommend custom investments in their Impact Accounts (a donor-advised fund). Through January 2024, their donors/investors have deployed more than $525 Million for impact.

Request impact investing services on behalf of a client

If you are interested in partnering to offer impact investing to your client:

• Log in to your PCA admin account Dashboard.

• Select the Philanthropic Services tab on the left-hand menu bar.

• Select the I’m interested button under the Impact investing section.

• Complete the form details to initiate an introduction to our impact investing partners. You will need to select your client from the dropdown list and answer the following questions:

  • How much charitable capital does your client plan to invest over the next 2 years?

  • Which of the following describe your client's interest in impact investing?

    • Your client would like to choose from pre-screened impact investments.

    • Your client has already identified an investment opportunity.

  • Do you have a preference of who your client would prefer to work with?

    • Impact Foundation

    • Other - describe below

  • Additional information or questions.

• Click Message us to submit. You and your client will receive a summary of responses for reference.

• Charityvest will follow up directly to help you get started.

Partner fees

Impact Foundation assesses fees on invested assets on an annual basis, which are deducted from your client's Impact Foundation donor-advised fund balance. Their minimum opening balance is $25,000.

Additionally, they charge a one-time 3% origination fee on the total value of each new investment (with a minimum origination fee of $1,000).

With the Foundation Source DAF platform, client donor-advised fund investment portfolios are automatically rebalanced in two instances:

• Rebalancing when client activity occurs

• Rebalancing for alignment with target allocation

This means, as their PCA, you do not need to worry about actively monitoring the individual assets in a client's donor-advised fund account portfolio. You also do not need to manually raise cash to fund client grantmaking efforts.

Instead, you can focus on what matters - making appreciated asset contributions on behalf of clients, selecting the portfolio that best serves your clients giving strategy, sharing meaningful giving opportunities, and more.

Rebalancing when client activity occurs

Every time an action occurs on a client account, their account balance will automatically rebalance to ensure sufficient cash is available and their target allocation is met. This includes:

• When a contribution is made or on their behalf: when additional balance is added to a client's Invested account, the new funds will be used to purchase stocks that are underweight relative to the target allocation, bringing the portfolio more in line to target.

• When you or your client requests one or more grant(s): when you or your client requests one or more grant(s) to charity, investments are liquidated automatically to fund the grant(s) and ensure target allocation is maintained. The priority is to sell stocks that are overweight relative to target, so that each grant brings the fund closer toward its target allocation. If liquidation is in progress for one grant and your client makes an additional grant request, the rebalance activity will be adjusted to avoid unnecessary buy/sell transactions.

• When are sent: when a client sends a portion of their balance via a virtual gift card, investments are liquidated automatically to fund the gift card amount and ensure target allocation is maintained. The priority is to sell stocks that are overweight relative to target.

Rebalancing for alignment with target allocation

If no activity has occurred over a period of 30 days on a client's account, there is still a chance that fluctuations in stock values have migrated your client's portfolio away from target. To accommodate this scenario, the account will automatically rebalance to bring it back in alignment with your desired allocations.

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 pass-through 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 their DAF balance, currently, you will need to edit your client's investment allocation, which will automatically enroll them in a paid account.

As a PCA, you can choose from prepopulated Charityvest investment portfolio options for your client's DAF account balance.

Charityvest portfolio recommendations

The main considerations for a DAF investment portfolio are:

1. Portfolio type: whether your clients are interested in optimizing their DAF investments for cost or values-alignment.

2. Risk level & time horizon: how their investments are allocated across bonds or equities, in accordance with their grantmaking schedule.

The following six Charityvest portfolios are available for Foundation Source DAF clients. As a PCA, you can select an appropriate option on behalf of your client in accordance with their giving priorities.

Portfolio type

The Foundation Source DAF program offers two investment portfolio options:

1. Standard Portfolio: built using Vanguard Select ETFs. These ETFs are selected by Vanguard’s Portfolio Review Department as ideal choices for portfolio building blocks because of their broad exposure to the indices they track, low expense ratios, and high daily liquidity. Learn more about Vanguard Select ETFs here.

2. Filtered Portfolio: offers similar diversification as the Standard portfolio, but provides an opportunity for donors to avoid exposure to companies who participate in what may be deemed objectionable or controversial industries, such as alcohol, gambling, adult entertainment, and predatory lending. The Filtered Portfolio includes ETFs from the BlackRock iShares Advanced ESG suite and broader Sustainable Spectrum product line, which offers comparable underlying indices as the Standard Portfolio, at a very modest expense ratio premium.

Here are the assets which make up each of the portfolio types, with expense ratios as of Feb 15, 2024 in parenthesis:

Risk level & time horizon

The Foundation Source DAF program offers three possible allocations for each of the portfolio types:

1. Conservative: A bonds-focused allocation, appropriate for clients who plan to grant contributions to charity within a year or two.

2. Balanced: An allocation balanced between stocks and bonds, appropriate for clients who plan to grant contributions to charity within 5 years.

3. Growth: An equities-focused allocation, appropriate for clients who plan to grant contributions to charity over an extended period (more than 5 years).

View portfolios

To view all available Charityvest portfolios via the Portfolios tab from your PCA admin Dashboard:

• Log in to your PCA admin account Dashboard.

• Click the Portfolios tab on the left-hand menu bar. You will see a list of available portfolios, along with the sum of your clients' DAF assets invested in each portfolio, and # of clients invested in each portfolio.

• Click on a specific portfolio name to view a breakdown of asset allocation and names of clients invested with the chosen portfolio.

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 account.

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.

As a PCA, you have the ability to view and search for organizations while logged in to your admin account. If your client is looking to give to a charity or Community Fund, you can confirm that it is available in our database and share the page with them to help them get started.

Here are some . If you cannot find the charity you are searching for, or are looking to enroll a place of worship, please contact us at .

To search for charities:

• Log in to your PCA admin account Dashboard.

• Click the Charities tab on the left-hand menu bar.

• Search for your charity of choice by name or EIN (the official U.S. tax ID of every U.S.-based charity). You can click the heart icon to favorite a charity for easy reference.

• Click on the charity to view detailed profile information including address, Charity Navigator link, and how grants are delivered (via check or PayPal)

• Click to copy the shareable link if needed.

To search for Community Funds:

• Log in to your PCA admin account Dashboard.

• Click the Community Funds tab on the left-hand menu bar. You will see a list of public Community Funds, including those featured by Foundation Source.

• Search for a specific Community Fund by name.

• Click on a Community Fund to view detailed information about the fund.

• Click to copy the shareable link if needed.

With the Foundation Source DAF program, clients can independently to ensure their gift is received by their charity of choice in a timely manner. As a PCA, you can also follow along with the status of a client grant.

To track the status of a grant on behalf of a client:

• Log in to your PCA admin account Dashboard.

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

• Click on the client's grant under their activity history.

You will be able to view information at each stage of the grant's journey:

• Requested date: when your client successfully fills out the grant recommendation form.

• Funds clearing date: when your client's funds become available to cover the grant amount.

• Date sent to charity: when the grant is disbursed to the recipient charity, either by PayPal or check.

• Date received by charity: when the grant is received by the recipient charity. In the case of checks, when the check is delivered.

• Date deposited by charity: when the grant is deposited by check or accepted in PayPal.

You are a trusted stakeholder in your clients' giving journey. With the Foundation Source DAF giving program, you can confidently address your clients' philanthropic inquiries and help direct their DAF dollars effectively.

As a PCA, you can:

• .

• to share with your clients.

• Keep your clients informed by .

• Encourage your clients to establish a legacy of giving alongside their .

• Partner with vetted to offer structured guidance on your clients' charitable vision and grantmaking strategy.

• Initiate the process for your clients wishing to make cross-border gifts.

Your clients can give from their DAF accounts via:

• : directing grants to eligible 501c3 charities and international charities (via TrustBridge Global).

• : giving to client-led collective funds.

• : sending gift cards to anyone.

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.

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.

As a PCA, you can support your clients who are looking for structured guidance as they design their philanthropic plan by requesting to partner with Charityvest certified philanthropic advisors.

What is philanthropic advisory?

Philanthropic advisory helps clients maximize their charitable impact through expert guidance on strategic giving, such as identifying preferred causes, evaluating nonprofits, and planning donations. It ensures your client's grantmaking aligns with their values, resulting in more meaningful contributions to society that help your client maintain the motivation for giving over time.

Client benefits

If your team chooses to partner with a philanthropic advisor, it will unlock several benefits for your clients:

• Philanthropic expertise & research. Each of the Charityvest vetted philanthropic advisory partners has years of experience and access to research tools that inform their work, which can help accelerate your client's philanthropic education and inspire them to action.

• Charitable giving strategy: Any of the Charityvest vetted philanthropic advisory teams can offer your client guidance on how to shape their giving strategy, from setting a mission statement, to selecting values-aligned causes, to deploying charitable capital.

• Greater impact: Any of our vetted philanthropic advisory teams can help your client evaluate the social impact of their giving over time.

Giving accounts make it easy to partner with philanthropic advisors

Your client's donor-advised fund makes it easy to work with a philanthropic advisor. Your clients can use their giving account to:

1. Cover any philanthropic advisory fees via their account balance.

2. Implement their giving strategy with legacy planning and collaborative giving tools.

3. Make grants to recommended charities with grant scheduling and tracking tools.

Who is philanthropic advisory for?

Philanthropic advisory is generally a good fit for clients that plan to give a minimum of $10,000 per year. Each of our vetted philanthropic advisory partners has a distinct client focus:

Request philanthropic advisory services on behalf of a client

If you are interested in partnering with a philanthropic advisory team to serve your client:

• Log in to your PCA admin account Dashboard.

• Select the I’m interested button under the Philanthropic advisory section.

• Complete the form details to initiate an introduction to an aligned philanthropic advisory team. You will need to select your client from the dropdown list and answer the following questions:

  • How much has your client given over the last year?

  • How much is your client planning to give over the next year?

  • What are your client's goals in working with a philanthropic advisor? (select all that apply)

    • Develop a vision and strategy for their giving.

    • Find high impact organizations that align with their goals.

    • Receive guidance on where to give after a liquidation event.

    • Other - please describe below.

  • Do you have a preference of who your client would prefer to work with?

    • GiveTeam

    • Calvin Edward & Company

    • Simple Charity

    • Raise for Good

    • Not sure yet

    • Other - please describe below.

  • Additional information or questions.

• Click Message us to submit. You and your client will receive a summary of responses for reference.

• Charityvest will follow up directly to help you get started.

Once your client has accepted their invitation to the Foundation Source DAF program, they will receive automated annual tax statements in their account each January for the prior year's giving. Your client can .

As a PCA, you can also access your clients tax statements on their behalf.

To retrieve tax statements on behalf of a client:

• Log in to your PCA admin account Dashboard.

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

• Click the Statements tab. You will see a list of available tax statements for download.

With the Foundation Source DAF program, you have the opportunity to serve your DAF clients holistically, at every stage of their philanthropic journey.

We have partnered with best-in-class philanthropic service providers to enhance the capabilities of your clients’ donor-advised fund, so you can extend your offering further and engage more deeply with your clients in DAF giving.

You have access to the following philanthropic service partners through the Foundation Source DAF solution:

• Complex asset donations: Charitable Solutions can help your clients maximize their charitable tax benefits and navigate the illiquid asset contribution process, which includes donations of real estate, business interests, restricted or privately-held stock, and other assets.

• Philanthropic advisory: Calvin Edwards & Company, GiveTeam, Raise for Good, or SimpleCharity can serve alongside your team to help your clients craft a vision for their generosity and identify impactful opportunities that align with their giving goals.

• International grantmaking: TrustBridge Global can support your clients as they use their DAF to support organizations around the world with tax-deductible international grantmaking.

• Impact investing: Impact Foundation can enable your clients to use their DAF balance to make investments in loans to for-profit ventures for social good, or to make recoverable grants and loans to charities.

Request philanthropic services on behalf of a client

To access the suite of available philanthropic services:

• Log in to your PCA admin account Dashboard.

• Select the Philanthropic Services tab on the left-hand menu bar.

• Select the I’m interested button under your service category of choice.

• Select your client from the dropdown list.

• Complete the form details to initiate an introduction to our partner.

• Click to submit your inquiry. It will automatically trigger an introduction email to our partner along with a summary of responses to you and your client for reference.

• Our partner will follow up directly with you to help you get started.

If your client wishes to support a charity that operates outside of the U.S., there are several ways to do so with their giving account through the Foundation Source DAF giving platform:

• If the charity has a U.S.-based entity or fiscal sponsor, your client can recommend a grant from their giving account to that organization and designate the gift for the international branch.

• If the charity does not have a tax-deductible U.S. donation process, Charityvest has partnered with TrustBridge Global to facilitate international grantmaking for a fee.

As a PCA, you can support your clients who are looking to make international grants by requesting to partner with Charityvest international grantmaking partner, TrustBridge Global.

TrustBridge Global is a foundation with collaborative relationships around the world, enabling them to professionally manage and deploy charitable giving internationally. With TrustBridge Global, your clients can feel confident knowing that their gift will be delivered safely and efficiently.

How it works

1. Recommend your client's international charity to the TrustBridge Global network. Submit the recommendation form on behalf of a client to add their charity to TrustBridge. If the charity is not one of the 800+ organizations already vetted by TrustBridge, there will be a $150 assessment to initiate due diligence for charity certification, which may be paid from your client's DAF.

2. TrustBridge Global performs due diligence to make your client's charity eligible. TrustBridge will work with your client's charity to complete a streamlined application, ensuring that the organization is properly vetted and able to receive your client's gift while preserving tax deductibility.

3. Invite your client to make a grant from their giving account to TrustBridge Global. Upon confirming charity eligibility, your client will need to recommend a grant to TrustBridge International Generosity Foundation (EIN 84-3754469). They will need to include the charity name in the grant “Purpose” field. Once received, TrustBridge will deliver the funds to the charity, less an assessment of $300 or 1% of the grant amount, whichever is greater.

Request to facilitate an international grant on behalf of your client

If you are interested in facilitating an international grant via TrustBridge on behalf of a client:

• Log in to your PCA admin account Dashboard.

• Select the Philanthropic Services tab on the left-hand menu bar.

• Select the I’m interested button under the International grantmaking section.

• Review the step-by-step process overview. Click the Get started button. You can also click to view the 1-pager for more information about TrustBridge Global.

• Complete the form details to initiate an introduction to the TrustBridge Global team. You will need to select your client from the dropdown list and answer the following questions:

  • What is the name of the international charity?

  • Where is this charity located?

  • What is the best way to contact somebody at this charity?

  • How much does your client plan to give to this organization in the next 12-18 months?

  • Additional information or questions.

• Based on your entry for How much do you plan to give to this organization in the next 12-18 months? Charityvest will automatically estimate the fee in accordance with the TrustBridge fee structure.

• Click Submit to TrustBridge to submit. Charityvest will share your inquiry with the TrustBridge team along with a summary of responses to you and your client for reference.

• TrustBridge Global will follow up directly to help you get started.

Partner fees

Depending on the charity, partnering with TrustBridge Global to initiate an international grant may include the following fees:

• $150 for an annual charity certification (if needed).

• 1% fee per grant assessment (minimum fee amount: $300).

• $25 per grant for wire transfer to charity.