Advisors will first invite their clients to set up a new account and must designate a single charity for granting out of their SCF upon the creation of the invitation. This will lock down all giving so that all grants go to the eligible charity.
Your advisor will set up your SCF account in eWealth Manager first. Once the account is set up, they will SSO over from eWealth Manager to the AssetMark Charitable site and will be brought to the client invite page.
Enter the details for the client
If the client already has a DAF account you will see this message. This is just letting you know that the system has identified another account associated with this email address and you can proceed with sending the invite.
Choose Single Charity Fund for Type of Fund
Given the Type of Fund, Single Charity Funds require the donor to designate a single charity to receive all grants out of the fund. Therefore, the first step is to select the charity. This is non-revocable so double check you are selecting the correct charity and EIN.
Step two is confirming the invitation looks correct before inviting the client. You may always go back and edit the information if you made a mistake.
You will receive a successful invite message letting you know that the invitation has been sent to the client.
