Donor Dashboard Overview
Immediately upon logging in, your donor dashboard provides a personalized experience, allowing donors to quickly view and track grant progress, give to favorite charities, and more. Detailed below are the different features available within the donor dashboard, their use cases, and how to best maximize them.
Giving Impact
Your Giving Impact section details the 25 most recent grants made and how you are progressing as a family towards reaching your annual giving goal.
By selecting any one of the boxes listed in the Giving Impact tab, you will be able to view the grant details card associated with the selected grant. Within this view, we offer up a grant status timeline, in addition to the following:
Grant Amount
Current Grant Status
Payable Address (for check delivery)
Recommender Name (Donor name)
Payment Method (Check or ACH)
Charity Recipient Name
Charity EIN
Anonymity (Yes or No)
To ensure the above status bar is present on the donor dashboard, please ensure you have updated your Annual Giving Goal which can be located in the My Family section (steps provided below):
Select My Family on the left side of the screen and click Edit Preferences
Update the Annual Giving Goal to begin tracking your progress. Once completed, select Save & Close at the bottom of the screen.
Favorite Charities
The Favorite Charities view will dynamically scroll across all favorited charities within the donor's profile. By selecting the charity shown on screen, you will be brought to the organizational landing page where you can view the charity detail card, make a grant, or take other actions.
To add a new charity to your favorites section, simply search for the organization and select the Heart icon viewable on the charity details card. Step-by-step instructions are shown below.
Select the Give option on the left side of the screen and click Explore Charities.
Locate the search bar on the top portion of the screen and search for a charity that you would like to add to your favorites section for quick granting access.
Upon searching, select the correct organization to be brought to the charity's landing page.
Select the Heart icon on the charity page to add the charity to your Favorites
You may also access your Favorite charities by selecting Give > Explore Charities and View All in the top portion of the Give dashboard, as shown below:
Philanthropic Impact
The Philanthropic Impact card on the donor homepage provides aggregated insights into any pending grants or contributions, as well as the total YTD grant and contribution amounts for the selected DAF.
For quick access, clicking Philanthropic Impact will navigate the user to the Impact Chart within the Recent Transactions page. This chart shows a historical look into the grant and contribution activity over the selected time frame.
Trending on AssetMark Charitable
The "Trending on AssetMark Charitable" section helps drive community engagement by surfacing both trending causes and charities that donors from across our platform are granting to.
Want to learn more about a particular cause or charity? Simply click on the area of interest to explore the cause further, or learn more about a particular charity.
Suggested Charity (by donor, and by family)
The suggested charity feature provides personalized recommendations based on both the logged-in donor and the grander family's preferences. The personalization engine uses both suggested cause data and user interactions (grants) to suggest adjacent causes to explore.
Your Advisor
AssetMark Charitable is unique in that it is accessible only via an invite from your valued financial team and/or advisor. In an effort to best serve you, your advisor has input their contact details into the AssetMark Charitable platform, ensuring you always know the best ways to contact them for philanthropic, investment (DAF or otherwise), and wealth planning questions.
To view the latest contact details, simply locate the Your Advisor card at the bottom of the donor dashboard and select Contact.
While you may certainly contact your advisor to notify them of any technical challenges, our dedicated Care team is also here to assist, and our contact information and the link to the broader help center are always available just below your advisor's contact information.
Sidebar Navigation (Give, Add Funds, My Family)
AssetMark Charitable's side bar navigation has been designed to highlight the three core functionalities for any donor client.
The Give option enables donors to explore charities via our search functionality (with access to more than 1.8mm charities), view stored favorites, view suggested charities, pick up where you left off via Recently Viewed charities, or browse broadly by Cause area.
Add Funds allows donors to fund their DAF accounts by transferring cash or securities from external DAFs (a.k.a. DAF-to-DAF transfer).
Note that all AssetMark Charitable donor-advised funds are managed directly by your advisor. If you wish to make allocations to your account from a source other than an external DAF, reach out to your advisor.
My Family enables donors to edit family preferences, create mission statements and annual giving goals, and ultimately, invite family and/or friends to join in their philanthropic mission by creating sub-accounts and receiving grant budgets as assigned by the primary (Head of Household) users.
