Donor-Advised Fund Overview
The Overview page is your initial landing spot when launching BlueGive, housing all the key details about your DAF including:
The Family Fund Name and DAF Account Number.
Gifting and Contribution History
Upcoming or pending grants
Recurring contributions and their respective dates
The Annual DAF Giving Goal, which is an accumulation of all family giving goals, a percentage of the total amount granted out year-to-date.
Quick access to charities to support and family member engagement
Including Family Members
BlueGive encourages family giving through the invitation of Gen2 and Gen 3 family members into the giving experience. Families use BlueGive to collaborate across multiple generations to support the social causes they care about the most.
Building a legacy empowers the entire family to be involved and instills a sense of philanthropic responsibility for the next generation. The Head of Household can assign giving goals to keep everyone engaged in the family’s charitable goals.
Contributions to Fund your DAF
BlueGive allows clients to fund their DAF through a number of contribution types including cash, stocks, mutual funds, ETFs, or transfer external DAFs to a BlueGive account. Additional options are available for high net worth clients to contribute complex gifts such as real estate, crypto currency, art, and much more.
Explore the Giving Page
BlueGive provides a robust user experience for searching, favoriting, and discovering new charities, making it easier for donors to manage and maximize their giving.
Use the search bar and icons to filter charity results:
Search over 1.5 million charities by name, EIN, location, or cause area
Bookmark or "favorite" preferred nonprofits, creating a personalized list for quick access when making future grants.
Use the Discover tab to find charities recently viewed by you or your family or the Explore tab to find new charities to support by their cause and purpose
Start a family campaign to drive towards a giving goal
Explore different causes to support
Grow Your DAF Assets Through Investing
Investing DAF assets allows clients to maximize their charitable impact by growing their contributions tax-free before granting. Key benefits include:
Increased Giving Potential – Investments can appreciate over time, increasing the funds available for future grants.
Tax-Free Growth – Earnings on invested assets are not subject to capital gains or income taxes, preserving more for charity.
Strategic Philanthropy – Allows donors to time their grants for greater impact while maintaining long-term giving goals.
Legacy Planning – A well-invested DAF can sustain multi-generational philanthropy by ensuring funds grow for future giving.
