View firm portfolios

Access available DAF portfolio options, curated by your firm.

With your custom DAF program, you currently have the ability to select from a thoughtful curation of investment portfolios for your clients, down to $0 in DAF assets. Investing a client DAF at any level can maximize the impact of their commitment to give in alignment with your firm's investment philosophy.

At this time, only your firm's program manager has access to configure a collection of portfolios available for your custom giving program.

From your advisor account, you can currently view all available portfolios via the Portfolios tab.

To view your firm portfolios:

• Log in to your advisor account Dashboard.

• Click the Portfolios tab on the left-hand menu bar. You will see a list of available portfolios, along with the sum of your clients' DAF assets invested in each portfolio, and # of clients invested in each portfolio.

• Click on a specific portfolio name to view a breakdown of asset allocation and names of clients invested with the chosen portfolio.

Looking to earn a short-term yield while maintaining flexibility for grantmaking? Our High-Yield Cash portfolio option is available for your clients as is valuable.

High-Yield Cash portfolio

The High-Yield Cash portfolio available in your custom DAF program is a fully liquid investment option designed to offer growth for clients with a short grant horizon.

What is the current yield on the High-Yield Cash option? As of December 2025, the yield is 2.625%, with the rate adjusting dynamically with changes to the Federal Funds Rate.

Will my client be charged any fees on this portfolio? Yes. Your client will be assessed Charityvest admin fees. You will also be able to earn your customary advisory fee on the balance if you wish.

Overview

Here is some high-level information on the structure of the High-Yield Cash portfolio for ease of reference:

Current Yield (as of Dec 2025)	2.625%, adjusted dynamically with changes to the Federal Funds Rate
Admin Fee	Applies
Advisory Fee	Applies

Benefits

Is your client looking to diversify their portfolio? The High-Yield Cash portfolio must be selected as the client’s entire portfolio. It cannot currently be combined with other portfolios or used as a sleeve within an existing allocation.

The High-Yield Cash portfolio may be appropriate for clients who are:

• Preparing to make grants in the near-term

• Not yet decided on their grantmaking and long-term portfolio strategy

• Leveraging an external account balance for their primary DAF investments

If your client prefers to maintain a balance entirely fee-free, you can also stop investing on their account.

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