Submitting a One-Time Grant
Making a grant to charity through a Donor-Advised Fund (DAF) is a simple and tax-efficient way to give. Here’s how the process works:
Navigate to the Give tab. Use the Search Bar, Favorites, or Explore new charities within the platform. Once you have selected your desired charity > click Give in the top right corner.
Enter the One-time Gift amount, gift date, and enter a Purpose for your grant, which includes many options such as “In honor of”, “Missionary Support”, “Special Project Fund” and many others.
If “Other” is selected, provide a detailed reason for the purpose in which the grant funds should be used.
Ensure the gift is NOT used for personal gain such as:
Tuition
Membership fees
Dues
Admission to charitable events
Goods bought at auction
Organizational pledge
Lobbying
Political contributions
Check the box if you would like to give your grant anonymously, otherwise, your fund name and e-mail address will be provided to the grantee.
Check the box to certify that the grant submission meets the Blue Trust Program Guidelines.
Once submitted, your grant will go into the pending state while it is reviewed. Navigate to the Grant History to view the status and timeline for your grant.
Setting Up Recurring Grants
Navigate to the Give tab. Use the Search Bar, Favorites, or Explore new charities within the platform. Once you have selected your desired charity > click Give in the top right corner.
Follow the same steps as a one-time gift, however, select Recurrent when choosing the frequency of your grant. Add a start date, end date, and frequency for the recurring gift:
Let's say you want to grant to a charity on the same day of every month, this would be the date the grant recommendation was received. From there, it's a 3-5 day process for completing and processing the grant.
Charity-Specific Donation History
To view the grant history for a specific charity, navigate to the charity's profile page. Towards the bottom of the page, you will see the Grant History for this charity, along with the Total Grants made, dollar amount of all grants, and a history of each individual grant.
Use the filter to narrow down your grants to a specific status or year:
Use the downward facing arrow to download the grant history.
Accessing Your Grant History
To check your grant status, click the Grant History button located on the Give page or via the package icon in the top right corner of your platform.
From here, you can:
View all recently submitted grants along with the status of each grant
You can also cancel a grant that has been submitted but not yet processed.
Managed Scheduled Grants to edit the grant note or delete the grant
Approve Grants that are pending an attestation
Downloading Your Grant History
To download your grant history, go to Grant History > click on the download icon. This will allow you to easily save your grant history as an Excel file on your device for easy access and management
Filter the Grant History page using the funnel icon to narrow down the results by:
Recommended by
Status:
Grant Submitted
Grant Approved
Grant Processed
Grant Sent to Charity
Grant Received by Charity
Grant Rejected
Grant Canceled by User
Years
