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Manage Client & Advisor Communications

Updated over 4 months ago

Manage Client Communications

Advisors have the option to manage a client's communications preferences. Give offers users the ability to turn on/off email notifications to track DAF contributions and grants.

  1. To manage communication settings, click on All Funds on the Give homepage:

  2. Click on the three dots to the right of the client's profile > click Manage Communications

  3. Turn the notifications on/off > click Confirm


Manage Advisor/Advisory Ops Communications

Advisors and Advisory Ops can also manage their communication preferences by clicking on your profile icon in the top right corner of the homepage > click Edit Profile > scroll down to Communication Preferences > toggle on/off the communications > click Save & Exit

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