Bulk Grant Attestations from DAF Transfers
If you've recently transferred your existing DAF over to BlueGive, and have several recurring grants already setup, BlueGive offers bulk attestations to assist with the migration process of your recurring grants versus attempting do set this up one-by-one.
Reach out to the BlueGive Support Team at care@bluegive.org to let them know you'd like to set up several recurring grants. Include the following information in an excel file:
Charity Name
Charity Address
Start and end date of recurring grant
The Total Amount of the Recurring Grant
Any grant notes you want to include (purpose of gift, local chapter information, etc.)
The BlueGive support team will reply back via email once your recurring grants have successfully been added to your Pending Attestations and are ready for your approval.
To approve the grants, click on the Give tab > View Grant History > click on the Pending Attestations tab
Click the pencil icon to edit the recurring grant > toggle on/off the recurring grants you'd like to approve > once you've chosen the recurring grants you'd like to approve click Approve Gifts
Click the attestation for approving the recurring grants.
