DAF Application

Step 9: How Did You Hear About Us?

• Why do you ask how I heard about CFSEM?

Step 6: Additional Advisors

• What is an Interested Party?
• How many advisors can a fund have?
• Can I add or remove advisors after the fund is established?
• What can a Secondary Advisor do?
• Can my professional advisor serve in an advisory role on the fund?

Step 1: Fund Type & Applicant Role

• I'm a financial advisor filling this out for a client. How does that work?
• What is the difference between a Donor Advised Fund and a Business Advised Fund?

Step 5: Fund Management & Communications

• Do I have to receive paper statements?
• Do I have to sign up for MyCF separately?
• What is the MyCF portal?

After Submission

• I made a mistake on my application. Can I fix it?
• What happens to my application after I submit it?
• When can I start recommending grants?

Step 8: Areas of Interest

• Why do you ask about my areas of interest?
• Does selecting an area of interest limit where I can grant?

Step 7: Endowment Type & Investment Strategy

• Can I change my investment strategy after the fund is established?
• What is the difference between an endowed and a non-endowed fund?
• Why isn't an investment strategy shown for endowed funds?
• What are the investment strategy options?
• I want to make grants regularly. Which fund type should I choose?

Step 2: Founder & Primary Advisor Information

• What information do I need for a Business Advised Fund?
• What address should I provide?
• Is my birthdate required on the application?
• Which email address should I use?
• What is a Primary Advisor?

Step 4: Fund Name & Anonymity

• What are the rules for naming my fund?
• Does my fund name have to be final right now?
• Can I keep my fund anonymous?

Step 3: Co-Founder

• I don't have a Co-Founder. Can I still add family members later?
• What is a Co-Founder?
• What's the difference between a Co-Founder and a Secondary Advisor?

Before You Begin

• What does it mean to be a "Founder"?
• What happens after I submit the application?
• Can I review my application before submitting?
• Will I lose my progress if I walk away from the application?
• How long does it take to complete the DAF application?