Client virtual gift cards
Resources to share with your clients about sending virtual Charityvest gift cards.
Once your client has accepted their invitation to their giving account under your firm's custom DAF program, they can share the gift of generosity with others via virtual Charityvest gift cards.
As an advisor, you currently cannot send gift cards on behalf of your clients. However, as a trusted stakeholder in their giving experience, clients may ask for advice on how to use this feature.
It may be helpful to have awareness of how virtual gift cards work so you can best support your client as they act independently:
Does your client have questions about sending gift cards from their giving account?
Your client is encouraged to visit the Charityvest Guidebook or contact Charityvest support via email: support@charityvest.org
Why send a virtual gift card
Your client can use the virtual gift card feature to:
Seed charitable giving accounts for kids, employees, or others they influence.
Send employees, friends, and colleagues a simple appreciation gift. Clients can share a gift card to let someone know they appreciate and support them on holidays, birthdays, milestones, and anniversaries.
Appreciate business prospects without violating gift acceptance policies. There’s no monetary value with directing money to a charity within the platform, so it doesn't violate gift acceptance policies at any dollar amount.
Is your client looking to transfer charitable money between accounts? Your client can also use the charity gift card feature as a simple way to send funds between giving accounts under your firm's giving program or Charityvest.
For more detail on virtual gift cards, your client can read the information provided in the Charityvest public guide.
How to send a virtual gift card
For clients, it is easy to send a virtual gift card to anyone via their DAF.
Your client's intended recipient does not need an account under your firm's giving program or Charityvest. Virtual gift card recipients will receive an email with instructions to claim their gift card. If they already have an account under your firm's giving program or Charityvest, the gift amount will be automatically added to their balance. Otherwise, they will be invited to create a new Charityvest account.
To send a gift card to any one or more email addresses, they can follow the instructions provided in the Charityvest public guide.
Unclaimed gift cards
After seven days, our system will automatically remind gift recipients to accept the gift if they haven't already done so.
If your client's gift is not accepted within 10 days, the value of the gift card will be automatically returned to their account. They can send a new gift card to the same recipient or use the funds in a different way.
For more detail on unclaimed virtual gift cards, your client can read the information 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.
Last updated
