Client investing
Resources to share with your clients about investing from their giving account.
Last updated
Resources to share with your clients about investing from their giving account.
Last updated
Once your client has accepted their invitation to your firm's DAF program, their account balance will be automatically invested in your chosen investment portfolio and automatically rebalanced.
As an advisor, you can assist your client to make any changes to their investments within your firm's custom giving program and, if they express interest, facilitate their impact investments via our partner.
Clients can also independently request to connect with our impact investments partner.
Does your client have questions about their investments in their DAF account?
You are the best positioned to address their specific DAF investment portfolio questions, though for platform-related inquiries, your client is encouraged to visit the Charityvest Guidebook or contact Charityvest support via email: support@charityvest.org
For clients, it is simple to initiate a conversation about impact investments independently.
To get started with impact investing, your client can follow the instructions provided in the Charityvest public guide.
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest (support@charityvest.org) for platform-related matters.
