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.
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:
Activate investing (unless your account is managed by a financial advisor)
Your information will be what charities see when they receive your grant (if you choose to share it).
I am the primary fund manager. Will all the tax receipts be in my name?
Tax receipting will be made in the name of the primary fund manager.
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.
I have been added as an additional fund manager. Will I still get a tax receipt for my giving?
Annual tax statements will be made in the name of the primary fund manager for any contribution initiated. If you are not the primary fund manager and wish to receive a tax receipt in your name, please contact [email protected] for guidance.
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.
What is the maximum number of fund managers I can have on one account?
There is no hard limit on the number of fund managers on a Charityvest donor-advised fund account. If you have a unique situation, please contact us at [email protected] for guidance on how to structure your 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].
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