Adjusting a DAF's Investment Allocation – Advisor Managed Accounts
To adjust the investment allocation for an AMA account, please follow the steps below. Note that these changes can only be made from the advisor's side.
Navigate to "Manage Clients" on the left-hand sidebar.
On the “Manage Clients” screen, scroll to locate the desired client.
Select “Manage Investments” for that client.
Click “Adjust Allocation.”
You will be directed to a new page where you can:
Choose an action:
Move assets from cash to investments, or
From investments to cash.
Enter the reallocation amount in dollars ($) or percentage (%).
View the real-time changes in the allocation graph.
Once the desired allocation is set, click Continue to proceed.
Adjusting a DAF’s Investment Allocation – Omnibus Accounts
If you’d like to update the non-AMA account, please follow the steps outlined below. Note that these changes must also be made by the advisor.
Navigate to “Manage Clients.”
Select the desired client and click “Manage Investments.”
Select Adjust Allocation. You will be directed to a new page where you can:
Move assets from cash to investments, or
From investments to cash.
Enter the reallocation amount in dollars ($) or percentage (%).
View the real-time changes in the allocation graph.
Once the desired allocation is set, click Continue to proceed.
Assets held in the cash pool remain in Cash USD and are immediately available for granting.
Follow all the steps outlined above, and then proceed to adjust the investment model. After clicking “Manage Investments,” scroll down to find the option to Edit the client’s investment model.
Click “Edit” to view and select from available investment models.
View details of each model including:
Symbol
Security Name
Weight
Check the box next to the model you'd like to use. Click Continue and Complete the changes.
After submitting, you'll see a pending status under the Invest tab.
Reallocations typically take 3–5 business days to complete, after which changes will reflect in the Invest tab.
Rebalancing the portfolio
The value of invested assets can change due to market movement, deposits of additional donated assets, or withdrawals from the account to make a charitable donation or pay applicable fees. As a result, the percentage of the account assets allocated to a certain investment portfolio could deviate from the allocation you had previously selected. You can rebalance the account in order to re-align the allocation of account assets to the investment portfolios you selected.