How to transfer an External DAF to BlueGive?
To transfer an external DAF to your new BlueGive DAF, click Add Funds on the Homepage:
Select External Fund. BlueGive automatically populates the necessary fields to submit a grant transfer from your external DAF account.
Note the DAF Sponsor is the GiveClear Foundation (EIN #81-3222963)
Submit an Intent to Contribute by entering the Existing Fund Platform from which you intend to transfer the funds. Include the Intended Amount and check the acknowledging box before selecting Continue.
Instructions for completing the DAF transfer from the external party are listed on the right:
Once completed, you can view your pending contribution by clicking Recent Transactions and next searching for the Contributions section.
You will receive an email notification of the intended External Fund Transfer, along with instructions on how to transfer your external fund or DAF to the GiveClear Foundation from your other platform.
It is important to ensure you initiate the DAF-to-DAF transfer from your existing DAF to the GiveClear Foundation as outlined in the instructions. Failing to do this will delay the funds from moving into your BlueGive.
Please note: External Fund transfers will NOT produce a tax receipt.