Your DAF Support Journey
Your Path to
Perpetual Philanthropy
A guided process for directing a grant or Program-Related Investment from your donor-advised fund to Civic Engine Fund.
Tell us about yourself
So we can guide you through the process.
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1
Meet with Jonathan Arnold
A 30-minute conversation about your philanthropic goals and how the fund works. No commitment required.
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2
Review with your advisors
Preview these key documents, then share the review link with your attorney and financial advisor.
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3
Email your DAF sponsor
Send this template to your DAF sponsor requesting a PRI allocation. We'll coordinate with them on due diligence.
Email Template -
4
DAF sponsor review & approval
Your DAF sponsor's legal and grants team will review the program documents and charitable purpose (and, for a PRI, PRI qualification). We coordinate directly with them throughout this process.
Waiting for Step 3Help us connect with your DAF sponsor (optional)Saved — Jonathan will follow up with your DAF sponsor directly. -
5
Funding complete
Your DAF sponsor executes the grant or PRI agreement and the commitment is pre-funded into the Treasury-backed guarantee pool. Periodic reports go to your sponsor; annual impact reports come to you.