When you invite someone to join your family fund, you will be asked to select a role for them. People can be added to your fund as an organizer, advisor, or family member.
Actions | Organizer | Advisor | Family Member |
Add, delete or edit funding methods (i.e. bank account, debit/credit card, Apple Pay)* | ✅ |
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Edit fund name | ✅ | ✅ |
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Change fund portfolio | ✅ | ✅ |
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Add organizers, advisors, and family members | ✅ |
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Remove advisors or family members** | ✅ |
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Make cash and non-cash contributions (i.e. stock, crypto, DAF transfers) | ✅ | ✅ |
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Make one-time or recurring donations | ✅ | ✅ |
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Make donation requests |
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Approve donation requests*** | ✅ |
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View fund balance | ✅ | ✅ | ✅ |
View fund portfolio | ✅ | ✅ | ✅ |
View fund contributions (including type and amount) | ✅ | ✅ | ✅ |
View fund donations (including amount) | ✅ | ✅ | ✅ |
*Advisors cannot contribute to a fund by using the bank accounts and debit/credit cards linked by other members of a fund. Advisors must be provided access to a client's bank account and/or card directly.
**Advisors can only remove themselves from a client's fund.
***When a donation request is made, all fund organizers are notified who made the request and the donation amount requested. Only organizers can approve donation requests. Only donations approved by family fund organizers and in accordance with our Member Agreement will be processed.