Establishing or Adjustment a DAF's Investment Allocation AMA accounts
To adjust the investment allocation for an AMA account, please follow the steps below.
Note: These changes can only be made from the advisor's side.
Navigate to "Manage Clients" on the left-hand sidebar.
When on the “Manage Clients” screen, scroll down to the list of clients. Find the client you’d like to manage and select “Manage Investments”
After selecting Manage Investments and clicking Adjust Allocation, a new page will appear where you can choose an action—either from cash to investments or from investments to cash. You can input the amount to reallocate by toggling between dollar ($) or percentage (%) entry, and the allocation graph below will update in real time based on your selection. Once the desired allocation is set, click Continue to proceed. Assets held in the cash pool remain in Cash USD and are immediately available for granting.
Establishing or Adjustment a DAF's Investment Model- Non AMA account
If you’d like to update the non-AMA account, please follow the steps outlined below:
1. To adjust the investment allocation please follow the steps below.Note: These changes can only be made from the advisor's side.
Navigate to "Manage Clients" on the left-hand sidebar.
When on the “Manage Clients” screen, scroll down to the list of clients. Find the client you’d like to manage and select “Manage Investments”
After selecting Manage Investments and clicking Adjust Allocation, a new page will appear where you can choose an action—either from cash to investments or from investments to cash. You can input the amount to reallocate by toggling between dollar ($) or percentage (%) entry, and the allocation graph below will update in real time based on your selection. 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.
2. Follow all the steps outlined above, and then proceed to adjust the investment model.
To adjust the donor’s investment model, stay on the same page after clicking Manage Investments—scroll down and you’ll see an option to Edit the client’s investment model. Click Edit, and you’ll be able to view and select from the available investment models.
Click details of any investment model to view the Symbol, Security name and Weight.
Check the box for the portfolio you would like to use and click Continue and next Complete the 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 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.