> For the complete documentation index, see [llms.txt](https://advisorguide.charityvest.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors.md).

# HOW CLIENTS USE CHARITYVEST FOR ADVISORS

- [Client account invitation](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-account-invitation.md): Insight into how your client experiences a Charityvest for Advisors account invite.
- [Client Dashboard](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-dashboard.md): Insight into how your client experiences their Charityvest for Advisors Dashboard.
- [Client shared account access](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-shared-account-access.md): Resources to share with your clients about shared account access.
- [Client giving goals](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-giving-goals.md): Resources to share with your clients about setting giving goals.
- [Client contributions](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/contributions-to-fund.md): Resources to share with your clients about making contributions to their DAF account.
- [Client investing](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-investing.md): Resources to share with your clients about investing from their giving account.
- [Client grantmaking](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/grants-to-charity.md): Resources to share with your clients about making grants from their giving account.
- [Client Community Funds](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-community-funds.md): Resources to share with your clients about creating Community Funds via their giving account.
- [Client virtual gift cards](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/send-a-charityvest-gift-card.md): Resources to share with your clients about sending virtual Charityvest gift cards.
- [Client legacy planning](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/beneficiaries.md): Resources to share with your clients about beneficiaries and estate planning.
- [Client philanthropic services](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/client-philanthropic-services.md): Resources to share with your clients about philanthropic services available through your giving program.
- [Client tax statements](https://advisorguide.charityvest.org/how-clients-use-charityvest-for-advisors/tax-consequences.md): Resources to share with your clients about DAF tax statements.


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