Assess advisory fees

Earn your customary advisory fees directly from client DAF balances.

With Invested accounts, you have the option to assess an advisory fee on DAF balances for each of your clients.

Your advisory fee is automatically deducted from a client's DAF balance on a monthly basis and distributed to your firm. This is possible, as per IRS regulation of donor-advised funds, an advisory fee may be assessed on the DAF as due compensation for guiding the investment strategy of the assets within the DAF.

For all Invested DAF accounts, the advisory fee is set by your firm. If you wish, you can waive this advisory fee for individual clients on a case-by-case basis.

To assess or waive the advisory fee on a client DAF:

• Log in to your advisor account Dashboard.

• Click on your client's name to expand their profile.

• Click the Fees tab. You will see full details on the fee structure of the selected client.

• Toggle the switch on/off for Bill advisory fee on this account to enable or disable your advisory fee.

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.