Track client grant status

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.