Last updated
Last updated
Your advisor account is your home for your firm's custom giving program. From your , you can , help your client with, 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:
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?
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:
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.
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:
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.
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.
Questions about fees associated with opening and maintaining client DAF accounts?
Your client's DAF balance can remain in a Cash account, or in a selection of pre-populated Charityvest portfolios.
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.
Learn more about the client experience of their giving account .
Reach out to . The support team will be able to invite you to the platform. We recommend providing them with your work email for this account.
Either way, you can to open client DAFs.
Learn more about how applicable client fees work with the Foundation Source DAF program .
If your client wishes to invest their balance, you can follow these to edit investment allocations on client DAFs.
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 , , , and . Clients can also make of cash and cryptocurrency from their DAF account.
Follow our to facilitate client contributions, or learn more about .
Curious to learn more about the Foundation Source DAF program? Contact for any program or product-related matters.
How to set up your private client advisor account and make the most of the Foundation Source DAF platform.
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.