DAF Overview Page
Navigate to the Overview page upon selecting a client’s DAF from the dropdown menu.
Quickly view the Family Fund Name and DAF Account Number.
Click the Pencil icon to edit the DAF name.
View Gifting and Contribution History as well as upcoming or pending grants and recurring contribution dates.
The Annual DAF Giving Goal is an accumulation of all family giving goals as the total amount granted out year-to-date.
Edit any family member’s giving goal on the family tree page.
Explore the Giving Page
On the homepage, click Give in the top navigation bar:
Use the search bar and icons to filter charity results:
Search over 1.5 million charities
Flag your favorite charities for quick access during repeat granting
Start a family campaign
Explore different causes to support
Scroll down to see which charities have been recently viewed by your family:
View recently viewed charities
Submit a Grant
Navigate to the Give tab and use the search bar to find your desired charity > click Give in the top right corner.
Enter the One-time Gift amount, gift date, and enter a Purpose for your grant, which includes many options such as “In honor of”, “Missionary Support”, “Special Project Fund” and many others.
If “Other” is selected, provide a detailed reason for the purpose in which the grant funds should be used.
Ensure the gift is NOT used for personal gain such as:
Tuition
Membership fees
Dues
Admission to charitable events
Goods bought at auction
Organizational pledge
Lobbying
Political contributions
Check the box to certify that the grant submission meets the Ronald Blue Trust Program Guidelines
Set Up Recurring Grants
Follow the same steps as a one-time gift, however, select Recurrent when choosing the frequency of your grant. Add a start date, end date, and frequency for the recurring gift:
Let's say you want to grant to a charity on the last day of every month, this would be the date the grant recommendation was received. From there, it's about a 3 day process for completing and processing the grant.
Submit a Request to Add a New Charity
If you are on the Give page and cannot find a charity using the Search bar, try limiting results using the Location or Cause inputs on the left to filter results by Cause, Sub-Cause, City, State, or Zip Code.
Still can’t find the charity you’re looking for? Use the Submit Charity Request button.
Fill in the Organization / Charity Name along with any accompanying information that would help us identify the requested charity. The more information provided, the easier it will be for us to add the charity to BlueGive
Confirmation of a successful submission will be emailed to you. Once the Charity is vetted and added to the system, we will add to your favorites and reach out via email letting you know the charity has been added.