Creating Your Donor Advised Fund
After inviting a client to BlueGive, the invitation must be accepted by the client who will create a password and input their Date of Birth and Zip code. Once the Client Profile has been created, their DAF is automatically set up.
After clicking confirm, scroll to the bottom of the text box, locate and select Acknowledgement Of Terms, Agree & Continue:
Finalize your DAF account details by filing in your Custodian, DAF Name and donor contact information details. Click Create DAF to complete the setup process!
Initiate the Funding of your DAF
Once a Client Profile has been created, their DAF is automatically set up. Next step is to Add Funds. The following steps will help guide you through the initial funding of your DAF.
Click All DAFs at the top of your navigation bar to view all your client DAFs.
Click Add Funds to next to the desired client to initiate a DAF contribution.
Click New Contribution to contribute funds to your DAF through multiple channels:
Adding Cash using a connected Bank Account (via Plaid) is only accessible by the client and is not shown for Advisors.
Add Cash Via Wire Transfer from an external account.
Contribute Stock or Securities from an external account.
Transfer an External DAF to BlueGive
Follow the step-by-step instructions to begin the contribution process to fund your client's DAF.
See the Fund Your DAF help center article for more detailed steps for funding your DAF.