Process Pop-In

Locations

100

Contains the DAF electronic files separate from the clients' personal files.

What is Laserfiche

200

The CRM has this same naming convention for every DAF household.

What is DAFgiving360 FBO "client last name".

300

Folder where the Schwab DAF Guidance is saved for everyone's use.

What is Operations Guidance

400

The tab in Schwab Advisor Center (SAC) that contains the link to the charitable center.

What is More

Process Steps

100

Creating a Contact Update (internal only) task and asking Ops Central to create new DAF record is this step.

What is Step 1

200

Once DAF record in CRM is created, we reassign this to the new record.

What is the paperwork request action

300

The task that we create and reassign to Ops Central right after we send documents out to the client for signature.

What is the Account Setup Task

400

The question we should ask the advisor if we assist with funding the DAF.

What is do you want this on the gifting spreadsheet?

500

For option C DAFs, one of the final steps is to confirm receipt of this signed agreement sent back to us from Schwab.

What is DAFgiving360 Investment Advisory Agreement 

Schwab

100

What Schwab calls their charitable platform

What is DAFgiving360

200

On the application we can choose either option A or C. We can only choose option C if the account funds with this amount within 30 days of the account opening. 

What is $100,000

300

A type of DAF that we do not manage or have access to but we sometimes help out the advisor by sending these account forms out to the client for signature. 

What is a retail DAF

400

The name Schwab uses for the less than $100,000 accounts or option A accounts.

What is Core

500

Along with the application and the agency agreement, we suggest this additional form for a better client experience, as it allows us to suggest something on the behalf of the client. 

What is DAFgiving360 Agency Agreement For Conveying Account Holder's Grant Recommendations 

Misc

100

DAF

What is Donor-Advised Fund

200

The capacity in which the client signs the WMA and IPS. 

What is Donor

300

Clients can name their DAF accounts anything they want if they don't want to use their names. If not using their names, the account title has to have one of these two words.

What is Fund or Account.

Ex: DAFgiving360 FBO We Give Account

400

True or False: Once clients donate funds to DAF accounts they can still consider them part of their personal funds.

What is false

500

Schwab recommends sending DAFgiving360 forms in a separate one of these, separate from regular Schwab forms. 

What is DocuSign