Your Client's First Gift

Your Client's First Gift

A legacy of giving starts when a Donor Account is created.

ACGFund is ready to help your client.

Many clients rely upon their financial adviser to prepare the ACGFund Donor Account Application.

Let's get started. The first step is to download the ACGFund Program Description available here.

Once you are familiar with the ACGFund program, please complete the ACGFund New Donor Account Application on behalf of your client.

  • If you already have ACGFund login, please login.
  • If you are a Financial Advisor opening your first Donor Account, please reach out to us so we can ensure a smooth start with our program.

Once we receive all the pertinent information to establish you on the platform, you will receive an email with your credentials. From there you can log into your account, create new donor accounts, an ACGFund Investment Allocations and other tasks.

Need help? We are available at 877-236-2607. Or, send an email, acgfund@reninc.com, and we will be there to 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.