（1）Users and Main Functions of the System
The DAF Account Service System (hereinafter the ‘System’), as the main business management system of the Charity, is mainly open to relevant personnel and organizations, such as, the internal management staff of the Charity, Strategic Cooperation Partners, recommended qualified donors, third-party donors, donor qualification examiners, charitable account holders, charitable account advisors, charitable account reviewers, charitable account supervisors, philanthropic expert consultants and qualified grantees. The System enables multiple parties to exchange information and provides them with management services related to contribution, investment, granting and post-grant supervision, in order to facilitate the arrangement and management of the charitable activities through different accounts and processes in a systematic way.
（2）Basic Structure of the System
The System adopts a separate management method and divides various users into different modules in accordance with their different roles. The System currently consists of four sub-systems, which are the DAF relevant parties of charitable accounts login system, the DAF Strategic Cooperation Partners registration and login system, the DAF qualified grantees registration and login system and the DAF operation management system.
① DAF Relevant Parties of Charitable Accounts Login System
The DAF relevant parties of charitable accounts login system mainly serves the different parties of charitable accounts, namely, charitable account holders (qualified donors), charitable account advisors, charitable account reviewers, and third-party donors (excluding charitable account supervisors), allowing them to conduct charitable activities related to the opening of charitable accounts, contributing, investing, granting and transferring of charitable assets. In order to ensure the particularized sources of the donors and to meet the requirements set by the supervisory authorities on fundraising by charities without the public fundraising qualification, the signup page is not publicly available on the Charity’s official website. Potential donors shall be recommended by members of the Strategic Development Advisory Committee (philanthropic expert consultants and Strategic Cooperation Partners of the Charity) or the staff of the Charity, obtain the qualification as qualified donors, fill in exclusive registration codes, confirm their qualification online, and start to open charitable accounts.
② DAF Strategic Cooperation Partners Registration and Login System
The DAF Strategic Cooperation Partners registration and login system mainly serves Strategic Cooperation Partners that have established a strategic cooperation relationship in the field of philanthropy with the Charity by signing the Standard Version of the Strategic Cooperation Agreement, including but not limited to investment management organizations, non-profit organizations and other qualified organizations. In this registration and login system, Strategic Cooperation Partners may appoint recommenders (donor qualification examiners, charitable account supervisors, and philanthropic expert consultants may serve as their qualified recommenders) to issue recommendations for their signup. After obtaining the qualification to sign agreements with the Charity, Strategic Cooperation Partners may initiate the process of signing the Standard Version of the Strategic Cooperation Agreement of the China DAF (Donor Advised Fund) Charity.
③ DAF Qualified Grantees Registration and Login System
The DAF qualified grantees registration and login system mainly serves grantees that have passed the qualification vetting. Potential grantees may select and determine a specific third-party organization from the database of qualified grantees’ assessment institutions disclosed on the official website of the Charity to conduct the qualification vetting, after which it needs to select and determine a specific practicing-lawyer philanthropic expert consultant to conduct review, in order to obtain the qualification as qualified grantees. After the Charity grants the qualification to qualified grantees, the charitable account advisors may advise the making of grants to those qualified grantees.
④ DAF Operation Management System
The DAF operation management system mainly serves the internal management staff of the Charity and other personnel that have approval authority. They may log into the DAF operation management system to manage or approve both users and relevant charitable activities in the System in accordance with the Contribution, Investment, and Granting Guidelines of the China DAF Charity.
a) The Internal Management Staff of the Charity Can Log in to the DAF Operation Management System: The internal management staff of the Charity can click on the “Login – Professionals – Donor Qualification Examiners/ Charitable Account Supervisors/ Philanthropic Expert Consultants” button on the right side of the signup and login page on the Charity’s official website, and then log in to the DAF operation management system on the pop-up page. In the future, after the Charity’s Intranet has been developed, the internal management staff can log in directly on the Intranet.
b) Personnel with Approval Authority Can Log in to the DAF Operation Management System: Although donor qualification examiners, charitable account supervisors, and philanthropic expert consultants are not internal management staff of the Charity, in order to perform their duties, they can click on the “Login – Professionals – Donor Qualification Examiners/ Charitable Account Supervisors/ Philanthropic Expert Consultants” button on the right side of the signup and login page on the Charity’s official website, and then log in to the DAF operation management system on the pop-up page.
（3）Instructions on the System for the Registration of Database Admission for Donor Qualification Examiners, Charitable Account Supervisors, and Philanthropic Expert Consultants
In accordance with Article 4.1 of the Administrative Measures for Admission of Professionals into the Databases of Donor Qualification Examiners, Charitable Account Supervisors, and Philanthropic Expert Consultants of the China DAF Charity, donor qualification examiners appointed by Strategic Cooperation Partners, charitable account supervisors nominated by charitable account holders, and philanthropic expert consultants invited by the Charity shall complete relevant registration of database admission in accordance with the Administrative Measures for Admission of Professionals into the Databases of Donor Qualification Examiners, Charitable Account Supervisors, and Philanthropic Expert Consultants of the China DAF Charity. Applicants who intend to become donor qualification examiners, charitable account supervisors or philanthropic expert consultants shall respectively finish the following procedures through the System:
① Registration and Login of Donor Qualification Examiners
a) Registration of Donor Qualification Examiners
Applicants who intend to become or be appointed by Strategic Cooperation Partners to serve as donor qualification examiners shall click on the “Signup – Professionals – Donor Qualification Examiners” button on the left side of the signup and login page of the Charity’s official website, and then fill in and submit the application on the registration page according to the instructions.
b) Login of Donor Qualification Examiners
When the Contribution Management Department of the Charity completes the review and confirmation of database admission concerning the application submitted by an applicant who intends to become a donor qualification examiner, the applicant’s registration of database admission shall be deemed as finished. After this, the applicant can click on the “Login – Professionals – Donor Qualification Examiners” button on the right side of the signup and login page of the Charity’s official website, and then log in to the DAF operation management system.
② Registration and Login of Charitable Account Supervisors
a) Registration of Charitable Account Supervisors
Applicants who intend to become charitable account supervisors or who are nominated by charitable account holders to serve as charitable account supervisors, subject to the Charity’s rules and requirements, shall click on the “Signup – Professionals – Charitable Account Supervisors” button on the left side of the signup and login page of the Charity’s official website, and then fill in and submit the application on the registration page according to the instructions.
b) Login of Charitable Account Supervisors
When the Contribution Management Department of the Charity completes the review and confirmation of database admission concerning the application submitted by an applicant who intends to become a charitable account supervisor, the applicant’s registration of database admission shall be deemed as finished. After this, the applicant can click on the “Login – Professionals – Charitable Account Supervisors” button on the right side of the signup and login page of the Charity’s official website, and then log in to the DAF operation management system on the pop-up page.
③ Registration and Login of Philanthropic Expert Consultants
a) Registration of Philanthropic Expert Consultants
Applicants who are invited by the Charity to serve as philanthropic expert consultants shall click on the “Signup – Professionals – Philanthropic Expert Consultants” button on the left side of the signup and login page of the Charity’s official website, and then fill in and submit the application on the registration page according to the instructions. Overseas persons shall complete the offline registration of admission into the database of philanthropic expert consultants.
b) Login of Philanthropic Expert Consultants
After receiving an application for the admission into the database of philanthropic expert consultants, the Contribution, Investment, or Grant-Making Management Department shall submit a preliminary review opinion on the applicant’s qualification to the Secretary-General or the Executive Secretary-General of the Charity for review and confirmation. If approved, the registration of database admission will be regarded as completed. Please refer to the Administrative Measures for Admission of Professionals into the Databases for details of standards and measures of database admission review and confirmation. Philanthropic expert consultants may click on the “Login – Professionals – Philanthropic Expert Consultants” button on the right side of the signup and login page of the Charity’s official website, and then log in to the DAF operation management system on the pop-up page.
