How to transfer an External DAF BlueGive?
Launch BlueGive and select the client for whom you plan to transfer an external fund or DAF > select the Contribute tab > click Add Funds:
Select External Fund Transfer. BlueGive automatically populates the necessary fields to submit a grant transfer from your external DAF account.
Submit an Intent to Contribute by entering the External Fund Platform where you intend to transfer the funds from. Include the Intended Amount > Click Submit.
Note the DAF Sponsor for BlueGive is the GiveClear Foundation (EIN #81-3222963)
You will receive an email notification of the intended External DAF Transfer, along with instructions on how transfer your external fund or DAF to the GiveClear Foundation from the 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 DAF.
