In this guide, we have written the three steps you need to know in order to use your private donation fund.
How do I deposit funds into my private donation fund?
To deposit funds into your private donation fund, go to your personal area on Jgive: click the account icon in the top corner of the screen, then click your name in the menu (it says My Account under it). Right after you log in, the system already takes you there.
After that, click the 'Deposit to your fund' button at the top of the page.
Fill in the details and choose a payment method, and the money will be deposited into your fund.
How do I make a donation using my private donation fund?
You can make a donation using your DAF in several ways:
First option - through the personal area
1. Go to your personal area: click the account icon, then your name (My Account).
2. Click the 'Make a grant' button at the top of the page.
3. Choose a charity and fill in the details, and you're done!
Second option - charity or campaign page
1. Go to the charity or campaign page.
2. Click the DONATE button, choose an amount and click Continue.
3. On the Personal details step, under Payment method, select (DAF) Donor-Advised Fund and click Continue.
4. On the Payment details step you see your available balance and the balance after the donation. Click Finish to make the donation, and you're done!
How do I download receipts for my deposits to the private donation fund?
1. Go to your personal area: click the account icon, then your name (My Account).
2. Click Transactions in the side menu, then the Fund Deposits tab.
3. Click the receipt icon of the deposit you want. The receipt downloads right away. If the deposit is included in a centralized receipt, a window opens and lets you download a copy of the receipt.
4. The receipt will download to your computer and you can use it for anything related to tax refunds.