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Wire transfers

Retrieve the information you need to help your client make a wire transfer 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.

Wire transfers

Retrieve the information you need to help your client make a wire transfer contribution.

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.

Curious to learn more about the Foundation Source DAF program? Contact support@charityvest.org for any program or product-related matters.