Tutorial Videos
Watch step‑by‑step tutorial videos to learn how to manage your donor advised fund, find charities, enter grant recommendations and navigate your online account.
Gift receipts and statements
Watch this video to learn how to locate a gift receipt for your contribution into a DAF account, which can be used for tax deduction purposes, as well as how to locate your quarterly statements.
Find a charity
Watch this video to learn how to search for a charity and add it your Charity List.
Enter a grant recommendation
Watch this video to learn how to enter grant recommendations to charities you’ve added to your Charity List.
Navigate your online account
Watch this video to learn how to navigate your DAF online account and locate your account information.