Add Cash Using a Connected Bank Account
To connect BlueGive with your Bank Account, Blue Trust partners with Plaid for an effortless and secure connection.
Credential-based login to connect with ~8,000 financial institutions.
2,000+ additional financial institutions which don’t offer credential-based connectivity.
On the Contribute Tab, click Add Funds > Select Add Cash Using Connected Bank Account.
Follow the steps to connect with the financial institution of your choice. You will be redirected to the 3rd party site to input your credentials. Upon successful connection you will not need to re-login going forward.
Set up a Recurring ACH Bank Contribution
Once your Bank Account is connected using Plaid, navigate back to the Contribute page > New Contribution > Add Cash Using Connected Bank Account
You will see any connected bank accounts and whether they have been verified on the left side. Select an account to view the Account Balance:
Fill in the Contribution Amount, Frequency of your recurring contribution, and the Start Date. Check the box and Agree to the Terms & Conditions > Click Submit. Your recurring contribution will show up under Cash Contributions.
Credit Card Contribution
To connect BlueGive with your credit card account, Blue Trust partners with Stripe for an effortless and secure connection. This is only available for client's to use; advisors cannot setup a credit card contribution on behalf of their client.
Click Add Funds --> Add Cash Using Credit Card
Once you've entered your credit card information, you can then submit a credit card contribution:
Setting Up a Recurring Credit Card Contribution
Once your credit card is connected using Stripe, navigate back to the Contribute page > New Contribution > Add Cash Using Credit Card
You will see any connected and verified credit cards on the left side:
Fill in the Contribution Amount, Frequency of your recurring contribution, and the Start Date. Check the box and Agree to the Terms & Conditions > Click Submit. Your recurring contribution will show up under Cash Contributions.
Add Cash Via Wire Transfer
To set up a BlueGive contribution via wire transfer, click Add Funds on the Overview page or on the Contribute pages:
Select Add Cash Via Wire Transfer.
BlueGive automatically populates the necessary fields to submit a US Dollar wire from an external account.
Note: the DAF Sponsor for BlueGive is the GiveClear Foundation (EIN #81-3222963)
Select the originating account holder making the contribution for tax receipt purposes. Include the Intended Contribution Amount and check the box to acknowledge intent the contribute.
After clicking Submit you will see the Pending Wire Transfer in your Cash Contribution History.
Contribute Stocks or Securities
To contribute securities, including appreciated securities to a BlueGive DAF, click New Contribution from your Contribution tab.
Select Add Public Securities. BlueGive automatically populates the necessary fields to submit a securities transfer from your external account.
Note the DAF Sponsor for BlueGive is the GiveClear Foundation (EIN #81-3222963)
Select the Originating Account Holder making the contribution for tax receipt purposes.
Input the Security Details: Custody Platform / Broker, Ticker Symbol, Share Quantity.
Click Add. You may repeat this process to add multiple securities for contribution.
Check the box to acknowledge intent to contribute.
If you're transferring securities from a Fidelity account, you'll need to setup the standing instructions first. Click this link showing you how to setup standing instructions for your Fidelity account.
Below is the account information you'll need to provide to the third party in which the transfer is coming from. You can either transfer the funds to GiveClear's account at Fidelity or the Schwab (Blue Trust prefers Fidelity):
DTC instructions for Fidelity
DTC instructions for Schwab
Common Contribution Questions (FAQs)
What ticker do I use when contributing a cash position from a brokerage account?
$CASH
I sent my security contribution awhile ago and I'm not seeing it added to my DAF balance on the BlueGive site. Why is that?
Please make sure that you have entered the contribution details on the BlueGive site. If we do not have those details, we will not be able to reconcile the contribution to the appropriate DAF account.
Please login to BlueGive and complete the intent to contribute in order for the contribution to reconcile properly.
The steps above in this article explain how to contribute funds between cash, stocks, funds, ACH, and credit cards.
What if the details were not entered into the BlueGive platform for your contributions?
If the details weren’t entered, the contribution will not be reconciled because we cannot match the funds. As for the securities, we cannot sell them until the details are entered on the platform.
Please login to BlueGive and complete the intent to contribute in order for the contribution to reconcile properly.
The steps above in this article explain how to contribute funds between cash, stocks, funds, ACH, and credit cards.