Collateral

Downloadable PDFs to learn about your custom giving program and share with clients.

For your ease of reference, here are the Charityvest for Advisors downloadable PDFs:

Advisor-facing 1-pager you can share with your team of advisors to introduce them to your firm's custom giving program.
Client-facing 2-pager you can share with clients to introduce them to your firm's custom giving program.
DAF comparison 1-pager you can use to compare our solution with other providers.
Philanthropic service partner 1-pagers you can reference to learn more about their process.