Share Account Access

Invite family members or trusted associates to co-manage your giving account.

You can use our shared accounts feature to:

  • Manage your family’s charitable fund alongside loved ones.

  • Involve the next generation in philanthropy by sharing access to your account.

  • Collaborate with trusted colleagues on corporate giving initiatives.

Invite other fund managers to access your donor-advised fund and experience the joy of joint giving while maintaining security and accountability.

How secure is shared account access?

Every invited fund manager will receive a unique login and must set up their own secure credentials. We use industry-standard security and monitor all access activity. Learn more about our security posture.

Authorized fund members

If you wish to share access to your private donor-advised fund account with one or more people, you must add them as authorized fund members.

The Charityvest account holder who created the donor-advised fund account is considered the primary fund manager, while any members invited to the fund later on are additional fund managers.

Primary fund manager

If you were responsible for opening your giving account, you are the principal donor-advised fund account holder, otherwise known as the primary fund manager. In this role, you can:

Your information will be what charities see when they receive your grant (if you choose to share it).

Additional fund managers

If you were prompted to join an existing donor-advised fund account, you are being invited to participate as an additional fund manager.

In this role, you have full access to the account and have the same capabilities as the primary fund manager, with one exception – you cannot remove the primary fund manager.

How to invite additional fund managers

While logged in to your Charityvest account:

  • Click on your name in the top right-hand corner of your Dashboard.

  • Select Fund settings on the dropdown menu.

  • Click the Add new members button under the Authorized fund members section.

  • Complete the invitation form with the email address of the recipient and optional invitation note.

  • Send your invitation. After you review and confirm the details, we’ll share your personal note and invitation in an email.

The additional fund member will receive an email prompt to accept their invitation to join the DAF. Once completed, they'll have immediate access to your giving account.

Remove Shared Access

If, as the primary fund manager, you need to remove an additional fund manager from your giving account, you can do so at any time, for any reason.

To revoke account access, while logged in to your Charityvest account:

  • Click on your name in the top right-hand corner of your Dashboard.

  • Select Fund settings on the dropdown menu.

  • Click the three dots next to the name of the fund manager you wish to remove in the Authorized fund members section.

  • Click the Remove button and confirm your decision.

Once you remove fund access for an additional fund manager, the changes will take effect immediately. Additional fund managers will no longer be able to view or act on your giving account. All future giving scheduled by the deactivated fund manager will be canceled. If they wish to retrieve their contribution history, they will need to contact [email protected].

Still have questions about shared account access? Contact our support team via our Intercom chat or [email protected].

Last updated

Was this helpful?