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.

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.