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 access, and can make recommendations for your approval. This includes making donations, making grant recommendations, and managing portfolio positions.Adding a Collaborator
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.