# Charityvest for Advisors | Guide ## Charityvest for Advisors Guide - [Guide to Charityvest for Advisors](https://advisorguide.charityvest.org/master.md): Giving accounts for your clients, powered by Charityvest. - [The Charityvest partnership](https://advisorguide.charityvest.org/master/the-charityvest-partnership.md): Describing the partnership powering your custom DAF program. - [Why donor-advised funds](https://advisorguide.charityvest.org/about-donor-advised-funds.md): How to communicate the benefits of DAFs to your clients. - [DAF educational resources](https://advisorguide.charityvest.org/about-donor-advised-funds/daf-educational-resources.md): Offer your clients resources to learn about purposeful giving through donor-advised funds. - [Collateral](https://advisorguide.charityvest.org/collateral.md): Downloadable PDFs to learn about your custom giving program and share with clients.​ - [Set up your advisor account](https://advisorguide.charityvest.org/getting-started/set-up-your-advisor-account.md): How to set up your advisor account and make the most of your firm's custom DAF platform. - [FAQs](https://advisorguide.charityvest.org/getting-started/faqs.md): Answers to questions you may have as you get started with Charityvest for Advisors. - [How client fees work](https://advisorguide.charityvest.org/getting-started/how-client-fees-work.md): Charityvest for Advisors offers a modern DAF capability with low client fees. - [Open a client DAF account](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/create-an-account.md): In a few simple steps, open a DAF account for your client. - [Invite fund managers on behalf of your client](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/create-an-account/invite-fund-managers-on-behalf-of-your-client.md): Manage shared account access for your clients. - [Configure a client external custodian DAF account](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/configure-a-client-external-custodian-daf-account.md): Expand your program's reach with external custodians - [Fund grants from external account](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/configure-a-client-external-custodian-daf-account/fund-grants-from-external-account.md) - [Contribute on behalf of your client](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client.md): Facilitate contributions of stock, mutual funds, DAF transfers, wire transfers for your clients. - [Stock and mutual funds](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client/fund-your-account.md): Retrieve the information you need to make a contribution of stock, ETFs, and/or mutual funds on behalf of your clients. - [DAF transfers](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client/daf-transfers.md): Retrieve the information you need to make a DAF transfer on behalf of your clients. - [Wire transfers](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client/wire-transfers.md): Retrieve the information you need to make a wire transfer on behalf of your clients. - [Complex assets](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client/complex-assets.md): Facilitate a complex asset contribution on behalf of your client alongside Charitable Solutions. - [IRAs](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/contribute-on-behalf-of-your-client/iras.md): Facilitate client charitable giving via their IRA. - [Activate client investing](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/enable-investing.md): Activate and manage DAF balance investing on behalf of your clients. - [View firm portfolios](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/enable-investing/view-firm-portfolios.md): Access available DAF portfolio options, curated by your firm. - [How portfolio rebalancing works](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/enable-investing/how-portfolio-rebalancing-works.md): Charityvest for Advisors automates portfolio rebalancing for client DAFs. - [Impact investing](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/enable-investing/impact-investing.md): Support your client's interest in social venture investments and recoverable grants. - [Grant on behalf of your client](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client.md): Invite your clients to lead a richer philanthropic life with unique DAF giving opportunities. - [Search for charities and Community Funds](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client/search-for-charities-and-community-funds.md): Verify your client's preferred charity is eligible for giving and view Community Funds. - [Track client grant status](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client/track-client-grant-status.md): Offer your clients peace of mind by confirming their grant delivery status. - [Family giving](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client/family-giving.md): Invite your client's family into the giving conversation. - [Philanthropic advisory](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client/philanthropic-advisory.md): Extend your team to serve your clients as they craft their philanthropic story. - [International grantmaking](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client/international-grantmaking.md): Facilitate client giving to organizations around the world with tax-deductible international grantmaking. - [Assess advisory fees](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/assess-advisory-fees.md): Earn your customary advisory fees directly from client DAF balances. - [Retrieve client tax statements](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/retrieve-client-tax-statements.md): Download annual tax statements on behalf of your client. - [Leverage philanthropic services](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/leverage-philanthropic-services.md): Partner with philanthropic services to support clients with significant philanthropic needs. - [Legacy planning for your client](https://advisorguide.charityvest.org/how-advisors-use-charityvest-for-advisors/legacy-planning-for-your-client.md): Legacy planning allows your clients to designate successor advisors and charitable beneficiaries to receive or manage their Charityvest fund, continuing their legacy of giving. - [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. --- # Agent Instructions This documentation is published with GitBook. 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