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  • Guide to Charityvest for Advisors
    • The Charityvest partnership
  • Why donor-advised funds
    • DAF educational resources
  • Collateral
  • ✅Getting Started
    • Set up your advisor account
    • FAQs
    • How client fees work
  • 💼HOW ADVISORS USE CHARITYVEST FOR ADVISORS
    • Open a client DAF account
    • Contribute on behalf of your client
      • Stock and mutual funds
      • DAF transfers
      • Wire transfers
      • Complex assets
      • IRAs
    • Activate client investing
      • View firm portfolios
      • How portfolio rebalancing works
      • Impact investing
    • Grant on behalf of your client
      • Search for charities and Community Funds
      • Track client grant status
      • Family giving
      • Philanthropic advisory
      • International grantmaking
    • Assess advisory fees
    • Retrieve client tax statements
    • Leverage philanthropic services
  • 🎁HOW CLIENTS USE CHARITYVEST FOR ADVISORS
    • Client account invitation
    • Client Dashboard
    • Client giving goals
    • Client contributions
    • Client investing
    • Client grantmaking
    • Client Community Funds
    • Client virtual gift cards
    • Client legacy planning
    • Client philanthropic services
    • Client tax statements
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