Making Contributions to Your Account

Contributing to your investment account is essential for growing your funds and achieving your financial and strategic giving goals. This guide provides instructions for adding funds using various methods, ensuring a seamless and secure process.

Getting Ready

Before you begin, ensure:

• You have an active Charitable Investment Account and know your login credentials.
• You have access to your preferred funding source:
  • Bank Account: Account number and routing number.
  • Credit Card: Card number, expiration date, and billing address.
  • Stock: Stock details (symbol and quantity).
  • Donor-Advised Fund (DAF): Access to your DAF provider’s platform.
  • Mailing a Check: A valid check 

Making a Contribution

Step 1: Log in to Your Investment Account

1. Navigate to the Charitable Investment Account Login  page and enter your credentials. 
   • Use your registered email and password.
   • If you happen to experience login issues, you can refer to our Account Login Help guides.

Step 2: Navigate to the "Add to Balance" Option

1. Once logged in, locate the Home menu on your dashboard.
2. Click on "Add to Balance."

Step 3: Select Your Funding Method (step by step instructions are included in the application)

1. On the "Add to Balance" page, choose from the following funding options:
   • Bank Account: Link your bank account securely to transfer funds.
   • Credit Card: Provide card details to make a contribution.
   • Stock: Enter stock transfer information.
   • Donor-Advised Fund (DAF): Complete the necessary DAF transfer steps.
   • Mailing a Check: Follow the displayed instructions for sending a check.

Note: Each funding type has its own set of prompts. Please ensure you have the required details (e.g., bank account number, stock information, or DAF credentials).

Step 4: Complete the Funding Process

1. Follow the on-screen prompts for your selected method:
   • Bank Account: Confirm the transfer amount, link your account securely, and finalize the transaction.
   • Credit Card: Enter your card details, review the transaction amount, and submit your contribution.
   • Stock: Specify the stock symbol and transfer quantity.
   • DAF: Log in to your DAF provider’s platform and follow their steps to make a grant/donation to Givinga Foundation. Ensure the grant includes your complete name as a reference.
   • Mailing a Check: Mail the check to Givinga Foundation using the address provided on the platform. Ensure your check has For Benefit Of (FBO) your name
2. Please look over and confirm all transaction details for accuracy before submitting each funding type.