Add Family Members to your DAF
On the homepage click Family at the top navigation bar > click Add Family Members
Enter their full name and email > click Confirm > an invite will be sent and their status will show as Pending:
Click Resend Invite to resend their invite
Set up a Family Tree
Navigate to the Head of Household family page > Click Add Family Member > input name & email address.
After the family member accepts the invitation and creates a profile, select the Manage Family icon to view each family member and the status of their invitation.
Allocate funds to family for granting by clicking the pencil icon to Add an Annual Giving Goal
Click the 3 dots to edit an existing profile or remove a family member.
Click the hyperlink to Resend the invitation to BlueGive.
Select the Family Tree view to drag & drop unassigned family members into an organized structure by selecting the parent / spouse / child relationship.
Allocate Granting Funds to Family Members
Once the family member has accepted your invite their status will show as accepted.
Hover over the Annual Giving Goal on their name tile and you'll see a pencil icon show up > enter the amount you'd like to allocate to that family member:
Their Annual Giving Goal will update to the newly allocated amount:
Create a Family Mission Statement
Select a DAF and navigate to the Family tab > click Add Supported Causes
BlueGive will list several causes to select from.
Check the box in the bottom left to restrict the searchable universe of charities to a selected cause.
Upload a curated list of charities to limit the options for your family’s grants.
After clicking Next, you are presented with a pre-scripted Family Mission Statement that reflects your selected causes.
You can edit the mission statement to fit your values and click Save.
Note: you can always go back and edit the mission statement at any time.
Create a Family Charity Campaign
Navigate to a charity of your choice > select Start Campaign
Input a campaign Goal amount > write a short message of why you’re starting the campaign > Click Save
To share the newly created campaign with your family, go to Campaigns within the Give tab to view all open Campaigns.
Click the 3 dots next to your active campaign > Click Share
Edit your Subject or Message > select Family Members > Click Share to send an email with details of the campaign.
