Establishing or Adjustment a DAF's Investment Model
To place a client into one of the TIFIN Give commingled models, navigate to their DAF > Click the Invest tab > click Reallocate Investments
Use the slider to set a percentage or a dollar amount that you would like to keep as a part of your cash component for the DAF. Assets in the cash pool sit in Cash USD and are immediately available for granting.
Scroll down to view and choose between the different equity and fixed income investment options.
Click into any investment model to view the Holdings, Performance, Risk Score, Asset Allocation, Expected Return & Volatility of the model.
Check the box for the portfolio you would like to use and click Save Changes
After submitting the reallocation request you will a pending status under the Invest tab
Reallocations typically take 3-5 business days to complete. Once completed, you will see those changes reflect under 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 appliable 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.
In the example below, you'll notice that the current portfolio allocations do not match the target portfolio. Thus, a rebalance is needed:
Click the Invest tab > click Reallocate Investments. If you're not making any changes and simply want to rebalance to your previous investment allocations, click Save Changes at the bottom. If you want to adjust the investment allocations > update to a new portfolio > click Save Changes.
