Create a DAF
After inviting a client to BlueGive, the invitation must be accepted by creating a password and inputting their Date of Birth and Zip code. Once the Client Profile has been created, their DAF is automatically set up.
Scroll to the bottom of the text box, locate and select Acknowledgement Of Terms, Agree & Continue:
And last but not least, enter your details and select 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.
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.