Making A Contribution

Making A Contribution

Helping a Donor Make Additional Contributions.

When your client wishes to add to her or his Donor Account, your help may be sought. This is particularly true when the gift consists of appreciated securities.

Please log into your Financial Adviser account and select the Donor Account that will receive an additional gift. Once you have selected the Donor Account you will have an opportunity to complete the online form. Upon completion settlement instructions will be made available to you for instructing the delivery of cash or securities.

If your client has not made a recent gift, it may be wise to review the ACGFund Program Description available here.

An ACGFund Giving Associate is always ready to help make the giving experience efficient and satisfying. Please call or e-mail us for help.

Step By Step

Making subsequent gifts is easy. Just follow these steps:

  • If your client has not reviewed it recently, download and review the ACGFund Program Description
  • Utilize the online portal to complete the Planned Contribution notification form.
  • If your client wishes to revise the investment strategy, simply go to the Investments header and select “Submit Reallocation”.

Later, when your client wishes to request a grant from a Donor Account...

  • Simply navigate to the Grants header and select “Recommend a Grant”. Everything you need, including a dynamically searchable listing of registered charities is available to streamline the process . An ACGFund associate is always ready to make your giving experience efficient and satisfying. Please call or e-mail us for help.