Welcome to the Money Concepts Charitable Giving Fund
Important Giving Season Deadlines
Learn what you and your clients need to know before year-end.
Download Deadlines Brochure
New to a DAF?
Open your first account by clicking 'Create DAF Account' under the login button.
Before you begin, these resources will help you get familiar with the program:
Money Concepts Program Brochure
Money Concepts Program Guidelines
Logging In for the First Time?
On first login, create your password and complete a one-time MFA setup, including verifying your email address.
If your setup link expired or didn’t arrive, click Login, then Create/Reset Password and use the email from your DAF application—no need to call.
Donor User Guide
Advisor User Guide
Already Have an Account?
If you haven't already, you may need to set up Multi-Factor Authentication (MFA).
You can reset your password anytime on your own. Simply click Login, then Create or Reset Password and follow the prompts.
- Enter your credentials. You'll be briefly returned to the login page.
- Check your email for a verification message and verify your account.
- Once verified, log in one more time.
- Choose your preferred MFA method: phone number or authenticator app.
- Verify your identity using the code sent to you.
Going forward, you'll see a single login button each time you sign in.
If you need assistance, please contact us:
561.472.2000 Mon-Fri 8:30 a.m. to 5:30 p.m. EST or email us info@moneyconcepts.com
Manage your login
- Reset a forgotten password using your Security Questions
New to the Money Concepts Charitable Gift Fund?
Manage Your Giving Online
- Contribute various asset types and help donors to receive a tax advantage
- Maximize your giving potential with managed investment options
- Review and evaluate prospective grantee organizations
- Make grant recommendations
- Set up recurring grant recommendations
- Update and manage your profile
- Access and review your grant and contribution history
- Simplify charitable record-keeping with online statements, contribution receipt letters and account activity
If you need assistance, please contact us:
561.472.2000 Mon-Fri 8:30 a.m. to 5:30 p.m. EST or email us info@moneyconcepts.com
