Existing BlueGive donors have the option to open more than one DAF account under the same login. This may be useful for clients that want to have multiple investment strategies for their donor advised fund.
Setting up an Additional DAF
Invite a client to open a DAF using the same steps as you would to Invite a Client but be sure to use their same email address.
After completing their DAF setup, you will see the donor now has two funds:
Upon logging in, the client will now see a dropdown in the top left corner with the ability to toggle between funds:
