Complete account opening documents in our “Getting Started” Kit (link below). Identify the organization you want to support, review our Summary of Procedures, and sign our Letter Agreement. Review your investment options and determine your Investment Allocation.
Identify Additional Recommenders and Successor Recommenders. Here’s where you can involve family members and loved ones in your philanthropy!
Make an initial contribution to your DFA account (minimum $5,000 to establish your account; no minimum for subsequent contributions). If you are establishing a Collective DFA, you can skip this step.
Set up an account with our donor portal. You’re ready to start making grants to your designated organization!