DAF Overview Page
Navigate to the Overview page upon selecting a client’s DAF from the dropdown menu.
Quickly view the Family Fund Name and DAF Account Number.
Click the Pencil icon to edit the DAF name.
View Gifting and Contribution History as well as upcoming or pending grants and recurring contribution dates.
The Annual DAF Giving Goal is an accumulation of all family giving goals as the total amount granted out year-to-date.
Edit any family member’s giving goal on the family tree page.
Explore the Giving Page
On the homepage, click Give in the top navigation bar:
Use the search bar and icons to filter charity results:
Search over 1.5 million charities
Flag your favorite charities for quick access during repeat granting
Start a family campaign
Explore different causes to support
Scroll down to see which charities have been recently viewed by your family:
Pick up where you left off and explore recently viewed charities:
Submitting a Grant
Navigate to the Give tab and use the search bar to find 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 to certify that the grant submission meets the Ronald Blue Trust Program Guidelines
Charity-Specific Donation History
To view the grant history for a specific charity, go to the overview page and click "Give" in the top panel and select the charity you'd like to view. Then, simply click to open the main page for the chosen charity.
Next, you can see the Total Grants Made. If you scroll down, you can see all your recent grant activity for the charity.
You can also filter by the year by clicking on "All Years" or you can choose more filters by clicking on the filter icon:
Once you've chosen your filters, you have the option to download the grant history!
Set Up Recurring Grants
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 last day of every month, this would be the date the grant recommendation was received. From there, it's about a 3 day process for completing and processing the grant.
Viewing Your Grant History
To check your grant status, begin by logging into your account. Once you're in, locate the small gift packet icon in the top right corner. Clicking on this icon will take you to a page where you can view all your grants
Download Your Grant History
To download your grant history, simply 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
You can also sort your grants by the following criteria:
Recommended by You
Status:
Grant Submitted
Grant Approved
Grant Processed
Grant Sent to Charity
Grant Received by Charity
Grant Rejected
Grant Canceled by User
All Years
Submit a Request to Add a New Charity
Click on "Give" to go to the Give section.
Start your search for a charity by typing a few keywords. If you can’t find your charity, enter any term and click "Search" to be directed to the page where you can submit a charity request.
If you are on the Give page and cannot find a charity using the Search bar, try limiting results using the Location or Cause inputs on the left to filter results by Cause, Sub-Cause, City, State, or Zip Code.
Still can’t find the charity you’re looking for? Use the Submit Charity Request button.
Fill in the Organization / Charity Name, along with any accompanying information that would help us identify the requested charity. The more information provided, the easier it will be for us to add the charity to BlueGive
Confirmation of a successful submission will be emailed to you. Once the Charity is vetted and added to the system, we will add to your favorites and reach out via email letting you know the charity has been added.
If the charity with the provided EIN already exists, the system will prevent you from submitting the request. You will receive a notification in the bottom-left corner indicating that this EIN is already in our system.