Granting
Learn how you can recommend grants to nonprofit organizations.
- Recommending a Grant
- What Happens When I Recommend a Grant?
- Recommend a Recurring Grant Series
- How long does it take to process a grant recommendation?
- Can my DAF be used to support an event at a charity or pay my membership dues?
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Contributing
Learn how you can submit contributions into a fund and about contribution-related features.
- Making a Contribution
- What Happens When I Submit a Contribution?
- How soon are funds available after I have submitted my contribution?
- How to Contribute Stock to a DAF
- Stock Contribution Receipts and Gift Valuation
Fund Features
Learn all the features and tips for managing a fund, such as investing, fund information, and more.
- General Fund Introduction and Overview
- Understanding Fund Balance
- Understanding Associated Fees
- Accessing a Fund Statement
- Fund Statement Overview
Profile Settings
Learn how to set up all of the personal information connected to your account.
- Linking a New Bank Account
- Linking an Unlisted Bank Account
- Downloading Annual Statements
- Turning on Multi-Factor Authentication
