Set up your PCA account

How to set up your private client advisor account and make the most of the Foundation Source DAF platform.

Your advisor account is your home for your firm's custom giving program. From your PCA Dashboard, you can open donor-advised fund accounts, help your client with contributions, edit investment allocations on behalf of your clients, and more.

When you're ready to join the Foundation Source DAF platform, here are the first steps to set yourself and your clients up for success:

• Create your PCA admin account

• Update your profile picture

• Invite a client

• View investing options

• Help a client make their first contribution

PCA Dashboard tour

Your private client advisor account is where you can access the Foundation Source donor-advised fund platform to serve your clients in DAF giving.

This video is a brief walkthrough of your experience as an PCA.

Need to know what the experience looks like for a client?

Learn more about the client experience of their giving account here.

Create your PCA admin account

If you're reading this, you may already have access to your PCA login. If so, you can skip ahead to the next step.

Otherwise, in order to get started with your PCA admin account:

• Reach out to [email protected]. The support team will be able to invite you to the platform. We recommend providing them with your work email for this account.

• You will receive an email invitation from Charityvest (be sure to check your Junk folder for an email from: [email protected]).

• Claim your PCA account by following the instructions in the email.

Need to share your account access with a team member?

Once you create your advisor login credentials, you can share them with your team to help you perform account actions.

For security purposes, only share your login information with your trusted associates.

Update your profile picture

Connect with your clients and build trust through the Foundation Source DAF giving platform by putting a face to your name. To add a profile picture to your advisor account, once logged in to your account:

• Click your name in the top right-hand corner of the Dashboard.

• Click Profile from the dropdown menu bar. You will be redirected to your advisor account profile.

• Under Personal Profile, click to add or change your photo. Your image will be cropped to a square size, and must be less than 250 KB.

Uploading your profile picture?

If you need to decrease the size of your headshot to fit the size parameters of your Profile, we recommend leveraging an online image resizing tool.

Invite a client

You may have a private foundation client with an existing donor-advised fund that is eager to consolidate their philanthropic experience via the Foundation Source DAF giving platform, or you may identify a client without a donor-advised fund that would benefit from a Foundation Source DAF account.

Either way, you can follow these written and video instructions to open client DAFs.

Questions about fees associated with opening and maintaining client DAF accounts?

Learn more about how applicable client fees work with the Foundation Source DAF program here.

View investing options

Your client's DAF balance can remain in a Cash account, or in a selection of pre-populated Charityvest portfolios.

If your client wishes to invest their balance, you can follow these written and video instructions to edit investment allocations on client DAFs.

Coming soon: option for clients to choose or modify their investment portfolios directly. At this time, your client cannot invest their DAF balance independently, though they can request to leverage impact investing.

Help a client make their first contribution

Once your client has accepted their invitation to their giving account, it is possible for them to add to their DAF account balance with a contribution.

There are several accepted DAF contribution methods. As a PCA, you can assist your client, in collaboration with their financial advisor, to complete contributions of stock and/or mutual funds, DAF transfers, wire transfers, and complex assets. Clients can also make independent contributions of cash and cryptocurrency from their DAF account.

Follow our written and video instructions to facilitate client contributions, or learn more about independent client contributions.

Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.