In the left hand page, click on Add Funds > select Wire Transfer, Bank Account, or Credit Card > follow the instructions to create the Intent to Contribute.

For Bank Account and Credit Card contribution, you will connect using Plaid and Stripe respectively. For Wire Transfers, you will need to login to your external institution and wire the funds to the GiveClear Contribution Account.

You can contribute cash, stocks, mutual funds, ETFs, or transfer external DAFs to your BlueGive account. You also have the option to contribute complex gifts such as real estate, cryptocurrency, art, and much more.

After making a contribution on the Give platform, an Intent to Contribute is logged. Depending on the contribution type, you will need to login to your external institution or brokerage account to send the funds to the GiveClear Contribution Account. From there, the GiveClear™ Foundation, the nonprofit organization that sponsors BlueGive, will post the proceeds to your account.

Once your charitable contribution is posted in the account, it becomes the property of GiveClear™ Foundation, the nonprofit organization that sponsors BlueGive. GiveClear will make charitable grants on your behalf using your DAF contributions.

No. GiveClear™ Foundation does not charge a fee for making a contribution.

No. Your contribution into the BlueGive account is a charitable contribution and as such, it is irrevocable.

You can make contributions by EFT from any personal savings or checking account at a U.S. bank. The account registration should match the corresponding registration on your bank account.

You cannot contribute funds directly from a 401(k) or IRA to a Donor-Advised Fund (DAF).

You may name a BlueGive DAF as the beneficiary of an IRA or other retirement plan (contact your plan administrator for instructions).

Donor Advised Funds are not eligible recipients for an IRA Charitable Rollover. IRA assets can be distributed to charities immediately or over time upon death.

To name your DAF as a beneficiary of your IRA, you will need distribution instructions for the DAF’s sponsoring charity: GiveClear.

While charity distributions instructions may differ across originating firm form requirements, please be sure to include the following detail:

You can recommend a grant to an IRS-qualified public charity using the available funds in the account.

If you’re not ready to recommend a grant yet, you can recommend an investment for your account from a variety of BlueGive investment vehicles. However, if you don’t make an investment recommendation, your contributions will be invested in the U.S. Treasuries and Cash (Ticker: SGOV) by default.

Yes. When making a contribution, choose Other within the contributor drop down and enter the contributor's name. Whomever is the head of household for the DAF will need to download and send the tax receipt to this contributor.

To make your external fund transfer to a BlueGive DAF, go to Add Funds in the left navigation pane and create an External Fund intent to contribute, which will allow us to reconcile the incoming DAF transfer.

Next, contact the DAF provider and recommend a grant to “GiveClear™ Foundation” (EIN# 81-3222963).

Please be sure to include your full name and BlueGive DAF account number in your grant request. You can find the account number in the account confirmation email, which you’ll receive once the account opening process is complete.

To track the status of any contribution, click on the Recent Transactions page and click into the Contribution to track the funding status.

It is recommended to initiate your charitable transfer of cash or securities at least 3 business days before December 31st so that GiveClear™ can receive the contributed asset before the year-end deadline.

To receive an official receipt for your charitable contribution in a given tax year, the contribution must be received by GiveClear prior to December 31st in the same year.

Please note that processing times may vary, and GiveClear and BlueGive are not responsible for delays.

Contributions are irrevocable once received and accepted by GiveClear™ Foundation, the non-profit organization that sponsors the account.

If the contribution is pending within the Recent Transactions table, you can click into the Detailed view to Cancel the Contribution.

It may take up to five business days for a recent contribution to be reflected in the account balance. If it still looks incorrect after 5 days, please reach out to care@bluegive.org for assistance.

While BlueGive accepts in-kind transfer, other DAF providers may not allow in-kind DAF transfers. You will need to liquidate the account first, and then create a grant out of your current DAF to the GiveClear Foundation for the full amount of the transfer.

Shares are liquated dated the same day they are received if received before 2pm EST.

Shares will be liquidated the following day if received after 2pm EST.

Yes, contributions are eligible for an immediate tax deduction in the year they are made, subject to IRS limits.

To claim a tax deduction for your Donor-Advised Fund (DAF) contributions, you must itemize deductions on your tax return. If your total itemized deductions (including charitable contributions) do not exceed the standard deduction, you may not receive an additional tax benefit from your DAF contribution.

BlueGive will issue a tax receipt confirming the donation amount and date for your records.

The tax receipt is generated once we receive the shares in the GiveClear Foundation account, which is usually the same day the shares are liquidated.

The BlueGive platform calculates the tax value of the gift (shares received) which is the average of the share price high and low on receipt date.

Yes, donating appreciated assets allows you to deduct the fair market value and avoid capital gains taxes.

Yes, deductions for DAF contributions are subject to IRS limits—up to 60% of AGI for cash and 30% for non-cash assets.

We certainly can receive cryptocurrency gifts, but we would file this under the complex gift label and work with the Charitable Solutions to help process and liquidate the funds. Please reach out to care@bluegive.org if you're interested in gifting cryptocurrency or other alternative assets.

You may be required to file Internal Revenue Service (IRS) Form 8283 with your tax return to report information about noncash charitable contributions, if the amount of your deduction for all noncash contributions during the year is greater than $500, before applying any AGI limits.

Qualified appraisals are generally required for hard to value assets and therefore not required when donating marketable securities and cash through BlueGive. Please consult your tax advisor for more information.

Yes, a private foundation can open a BlueGive DAF and transfer assets to it. This strategy is often used to simplify administration, reduce costs, and maintain philanthropic flexibility.

The foundation may receive a charitable deduction for the transfer (if eligible) and can continue recommending grants through the DAF. However, once assets are moved to a DAF, they become irrevocable and must comply with DAF regulations, which are typically more restrictive than private foundation rules.

Publicly traded assets use market prices, while privately held assets require an independent appraisal conducted by our partner Charitable Solutions (also known as Dechomai).

Make sure the contribution details have been entered on the BlueGive site. If your advisor made a contribution into the Advisor Managed Account, they still need to enter an Intent to Contribute through the platform and enter the specific contribution details so our operations team can reconcile the contribution to the AMA balance.

Once reconciled, the contribution will be present on the tax receipt.

Donors get tax credit for the value of the security when the change in ownership happened (from donor to DAF sponsor). Change in ownership happens when the DAF sponsor (GiveClear Foundation) receives the security in their account.

Liquidation happens the same day as long as the funds were received before 2pm EST, otherwise liquidation happens the next business day. The actual proceeds from that liquidation is what gets added to the DAF balance.

Yes, there is a 3% fee.

GiveClear Foundation
1235 East Blvd
Ste. E PMB 1836
Charlotte, NC 28203

No, there is no minimum contribution amount or minimum required DAF balance at this time.

The date on the tax receipt is the date we receive the funds into the DAF sponsor's account-which is not the same as when you make the credit card contribution. This is similar to how other credit card purchases work - the payment stays pending until the recipient has fully processed the transaction.

No, you cannot update the shares on a submitted contribution. However:

Once we receive the funds in the GiveClear Foundation account, it takes 3 business days for the funds to settle and be added to the DAF balance.

Navigate to the Recent Transactions page. You can filter the table and chart by clicking on the Contribution Type column or chart legend.

Yes, you can make an internal BlueGive DAF transfer following these steps:

Generally, no—you cannot keep stock once it’s donated to your donor-advised fund. Publicly traded securities contributed to a DAF are automatically sold, and the proceeds are either placed in the cash pool or invested in the pooled strategy selected for your account.

The exception is if your DAF is set up as an advisor-managed account. In that case, your financial advisor managed the account directly and has the option to hold the donated stock or sell it.

We don't currently offer direct payroll deduction contributions.

Security contributions: Once we receive the funds in our GiveClear Foundation account, it takes 3 business days for the funds to settle and be added to your DAF balance.

Cash contributions from brokerage accounts: These are auto-reconciled faster since there's no selling or settlement involved.

Cash contributions: Once GiveClear receives the funds, it typically takes 1-2 business days for the funds to be added to your DAF balance,

DAF Transfer Contributions: These can take a bit longer depending on how quickly and how the external DAF provider is sending the funds (check or wire). Typically, once GiveClear receives the funds, it will take 1-2 business for the funds to be added to your DAF balance.

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