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