Collaboration
Donating
Advisors can use collaboration to help a client make donations.
Donating as a Collaborator
Collaborators can also suggest donations for your fund, they cannot execute them.
Collaborator Donation Proposal
See the video below for a demonstration of how to make a donation proposal as a collaborator.
Manager Donation Approval
See the video below for a demonstration of how to approve a donation proposal as a manager.