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What is Fund Collaboration?

Fund collaboration allows you to work with a trusted advisor or a family member to manage your fund. There is no minimum balance required in your DAF to use this feature. Once established, Collaborators have read-only acces, and can make recommendations for your approval. This includes making donations, making grant recommendations, and managing portfolio positions.

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Adding a Collaborator

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Step 1: Add a Collaborator

Connect and navigate to the fund you want to collaborate on. Click theAdd a Collaborator button.

You can also reach the Collaborators menu from your Fund by clicking on the gear near the top of the screen. Here, you can view existing collaboration information and add a new collaborator. To add a new collaborator, click the Add Collaborator button and complete the form.

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Step 2: Await Collaborator Approval

After a brief compliance review, you and the collaborator will receive a confirmation email for your records.

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Collaboration

The collaborator can now view your fund and make suggestions. You can view their suggestions in your Dashboard, or in your fund, and choose to accept or reject them.

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Granting

Collaborators can both suggest grants, and execute them, for your fund.

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Collaborator Grant Proposal

See the video below for a demonstration of how to make a grant proposal as a collaborator.

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Manager Grant Approval

See the video below for a demonstration of how to approve a grant proposal as a manager.

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Donations

Collaborators can also suggest donations for your fund, they cannot execute them.

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Collaborator Donation Proposal

See the video below for a demonstration of how to make a donation proposal as a collaborator.

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Manager Donation Approval

See the video below for a demonstration of how to approve a donation proposal as a manager.

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Portfolio Management

Collaborators can directly manage your portfolio positions without your approval.

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Remove a Collaborator

If you no longer wish to collaborate with an advisor, you can remove them from your fund at any time. Simply email us with the name of the advisor you would like to remove, we’ll take care of the rest.