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.

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 support@charityvest.org.

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.

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.

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.

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.

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 Philanthropic Services tab on the left-hand menu bar.

• 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.

If preferred, clients can independently request to partner with Charityvest for Advisors certified philanthropic advisors.