Invite Your Client to Join BlueGive
To get started on opening a new BlueGive SMA, be sure to invite your client to join the BlueGive platform and complete the account set up.
To invite a new client to the platform, simply login to your BlueGive account and select Invite a Client located on the top right of your Overview Dashboard
Notify the Ronald Blue Trust & BlueGive Teams
Once your client's BlueGive account is live, contact Joni White (joni.white@ronblue.com) and the BlueGive team (care@bluegive.org) via email to notify them of the request to open a new BlueGive SMA account, using the subject line "New BlueGive SMA Request".
Account Details & Internal Processes
Once the request is received, Joni and the BlueGive team will respond with three items to complete;
An email template which requests account details for review and archival as stated in the GiveClear-Ronald Blue Trust Master Agreement
A new account checklist which can also be found on the Ronald Blue Trust intranet, detailing internal set up processes that includes CRM steps as well as instructions for the Fidelity new account process and paperwork.
An internal Ronald Blue Trust IPS document which is required to be completed and signed by the requesting advisor and returned to Joni and the BlueGive team for additional signatures.
How to Fund a New BlueGive SMA
Following the completion of the steps above, the BlueGive team will provide confirmation that the newly established SMA account is ready to be funded.
To fund an SMA account on BlueGive, a client or advisor/team member will login to the client's account and select Add Funds located on the Overview Page:
From there, you will be provided the option to transfer funds in one of four (4) ways:
Add Cash via Wire Transfer
Add Securities (Non-DAF, Taxable Brokerage Account)
External DAF Transfer - Cash
External DAF Transfer - Securities (in-kind security transfer)
When a transfer option is selected, please be sure to complete both steps 1 and 2 of the transfer instructions provided.
* Please note, for the External DAF Transfer - Securities option, the delivery instructions will updated to display the recently opened SMA/IMA account number.
How do I transfer money from my SMA to my BlueGive DAF?
This step can be completed by either you or your advisor. Once you complete the transfer request, it will take 3-5 business days for the funds to be available on your BlueGive DAF.
Click on Invest on the homepage --> click on Request Transfer in the top right corner
Switch the Transfer From to Investments & Transfer To to Cash & Cash Equivalents --> Enter the transfer amount & click Confirm
As a best practice, we suggest having at least 3 months worth of giving money in your available DAF balance.