Add Family Members to your DAF
To add family members to your BlueGive DAF, navigate to the Family Tab > click Add Family Members:
Enter their full name and email > click Confirm > and an invite will be sent to their email address. The family member's status will show as Pending until the invite has been accepted.
If the recipient did not receive the invite, you can always click the Resend Invite button to send another BlueGive invitation email.
In the recipient's email inbox, an invitation to join BlueGive will be available for acceptance.
Clicking Get Started will bring the recipient to an input form to create their BlueGive Account.
After filling in their information, the family member will have their own BlueGive account and be able to participate in Family Giving Campaigns.
Assigning Different Roles to Family Members
There are two roles you can assign to a family member:
Family Member
Head of Household
If you assign the person as a "family member" they will not have the same access as the current head of household for the DAF. They will only be able to view the giving dollars you've allocated to them and from there they can give those dollars away to a charity of their choice. They will not be able to view the overall DAF balance, make contributions, view other family members, or invite other family members.
If you have a spouse (for example) and they would like to have the same access as you, which includes viewing the overall DAF balance, ability to make contributions, inviting other family members, viewing the family tree - you would need to assign their role as "head of household."
How do I assign different roles to family members during the invite process?
Enter the details for the family member and in the family role dropdown choose which role you'd like to assign for them:
How to update an existing family members role?
Go to the Family tab and click the three dots within the family members tab
Click Edit
Choose the updated role (family member, head of household)
After the role has been updated, there is no further action needed from either side. The next time the family member logs in, they will see those access changes reflected immediately
If you're updating the family member's status to Head of Household, you will see this new status next to their name after the change has been made
Setting up a Family Tree
After the family member has completed the steps above and created their BlueGive profile, the advisor or Head of Household has the ability to create a family tree.
In the grid view, view all the Family Members including who has accepted the invite and which are still pending. Click the 3 dots to edit an existing profile or remove a family member.
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:
