DAF Direct is a secure web application that enables donors to initiate grant recommendations from their donor-advised fund (DAF). It integrates with Schwab Charitable, Fidelity Charitable, and BNY Mellon.

How to use DAF Direct:

• The above button will bring you to Upstream’s DAF Direct page, where you can select your DAF and if you would like to designate your grant to any of Upstream’s specific projects (like the Grand Canyon).

• Once you click “Next,” you will be taken to the login page of your DAF at the selected sponsoring organization.

• Upon logging on, your DAF Direct grant specifications are pre-populated to allow for a simplified process. You will then complete the grant recommendation in your DAF.

• Once completed, you can either log out of the account or can return to DAF Direct to make another grant recommendation to Upstream.

• Once the grant recommendation is made, it will go through the sponsoring organization’s normal grant review process.

Thank you for growing and supporting the reuse movement!