Guide to Charityvest for Advisors

Giving accounts for your clients, powered by Charityvest.

Important Note: The Guide to Charityvest for Advisors is privately available for financial advisors. The public Guide to Charityvest is the main how-to resource for your clients.

This guide, curated specifically for financial advisors, aims to provide you with everything you could ever want to know about how to use your custom donor-advised fund platform - powered by Charityvest - as part of your charitable giving offering to your clients. It includes:

• The Charityvest partnership: overview of the technology powering your custom donor-advised fund program and the partnership with Charityvest.

• Why donor-advised funds: best practices on communicating the value of donor-advised funds to your clients, with client-facing collateral and a collection of client-friendly DAF educational resources.

• Getting started: what you need to know to make the most out of your custom donor-advised fund platform experience. Concise information on how to set up your advisor account, quick answers to commonly asked questions, and a breakdown of applicable client fees.

• How advisors use Charityvest for Advisors: detailed written and video instructions on how to navigate the platform as an advisor. In your role as an advisor on your custom donor-advised fund platform, you can open a client DAF account, make a contribution on behalf of your client, activate client investing, share giving opportunities, assess advisory fees, and retrieve client tax statements.

• How clients use Charityvest for Advisors: high-level context on what is possible for a client on your custom donor-advised fund platform, including insight into the client experience of their account invitation, dashboard, giving goals, contributions, grantmaking, Community Funds, virtual gift cards, legacy planning, and tax statements. Each section includes shareable links to how-to instructions from our client-facing Charityvest public guide.

Please reach out if you have any questions as you get acquainted. Contact your firm's program manager for program-related matters or Charityvest ([e-mail]) for product-related matters.

Differentiate your advisory services

Charityvest has partnered with your firm to deliver a modern giving experience to your clients through advisor-managed donor-advised funds. Your custom donor-advised fund platform enables advisors to:

• Engage clients with a custom giving program. Strengthen trust and highlight the value of your relationship with your advisor profile connected to a modern, branded experience.

• Offer modern giving experiences. Invite clients into a richer philanthropic life with custom investments and values-aligned giving opportunities.
• Avoid hassle through automated DAF admin. Enjoy comprehensive management of client DAFs, with automated liquidation and rebalancing to fund grants, plus optional billing on DAF assets.

Why advisors love Charityvest for Advisors

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Charityvest for Advisors 1-Pager.pdf

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There are many reasons to consider leveraging Charityvest for Advisors with your clients:

• Giving accounts for your clients. A streamlined program for advisors to open and manage accounts paired with a beautiful interface for clients.

• Simple account opening and rollovers. Establish new DAFs for one or many clients in a few clicks. Rollover existing DAFs seamlessly. No forms needed.
• Manage asset contributions. Advisors can donate stock on behalf of clients, with instructions at their fingertips.
• Simple Charityvest custody. Maintain accounts directly with Charityvest’s native custodian and enjoy automated DAF administration, including automatic liquidation and rebalancing to fund grants.

• Charityvest can pay out reasonable and customary advisory fees for the advisor from client DAF balances.
• Client-friendly educational resources. Highly practical training and resources for advisors to discuss charitable goals with clients, deepening relationships.

Why clients love Charityvest for Advisors

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Charityvest for Advisors Client-facing 2-pager.pdf

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Here is why Charityvest for Advisors is a modern giving experience for clients:

• Clients enjoy a simple, easy-to-use DAF experience. Offer your clients a seamless giving experience.

• Beautiful client interface. Clients can self-serve cash and cryptocurrency contributions, lean on their advisors for more complex contributions, set up recurring contributions and grants, and enjoy a streamlined modern experience that makes using a DAF simple and delightful.
• Automated, single tax receipts for all clients. Clients get one automated tax receipt for all giving delivered in time for filing.
• Estate planning features. Clients can name DAF beneficiaries and extend their impact to future generations.
• Broad philanthropic choice. Clients may grant to over 1.4 million eligible non-profit organizations, once or on a recurring basis, and send charitable funds to friends and family as gifts.
• Access to dynamic community funds. Clients may participate in our growing collective of collaborative giving funds, and can even launch their own for a giving area where they are particularly passionate.
• Responsive donor support. A human support team will delight clients with answers to their questions while protecting the advisor’s time.

Services delivered via partnership

In addition to platform offerings, Charityvest for Advisors is aligned with partners who offer best-in-class services.

• Complex asset donation facilitation. Charitable Solutions, LLC can assist in facilitating the donation of any complex or illiquid asset.
• International grantmaking facilitation. TrustBridge Global can manage the processing and delivery of all international grants. They can deliver grants to any international NGO, provided there is verified compliance with IRS regulations.
• Philanthropic advisor partners. For clients that are looking for more structured guidance to design their philanthropic plan, you can leverage Charityvest for Advisors certified philanthropic advisor partners.

Standard fees apply to donations processed through our third party partners, and can be deducted from contribution proceeds.

Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest ([e-mail]) for platform-related matters.