Your DAF Investment Journey
Your Path to
Perpetual Philanthropy
A guided process for directing a Program-Related Investment from your donor-advised fund into the Civic Engine Fund.
Tell us about yourself
So we can guide you through the process.
-
1
Meet with Jonathan Arnold
A 30-minute conversation about your philanthropic goals and how the fund works. No commitment required.
-
2
Review with your advisors
Preview these key documents, then share the review link with your attorney and financial advisor.
-
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 investment team will review fund documents and 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
Investment complete
Your DAF sponsor executes the Subscription Agreement. Capital is called and deployed to the Treasury-backed guarantee pool. Quarterly reports go to your sponsor; annual impact reports come to you.