The Charityvest partnership
Describing the partnership powering your custom DAF program.
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Describing the partnership powering your custom DAF program.
Last updated
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Your firm's custom DAF program is part of their commitment to make giving a key capability and to add more value to clients.
Each of your firm's clients will have access to a DAF managed by their advisor.
They also have access to , , and on demand.
This is made possible by leveraging technology provided by , which is why throughout the , you will notice references to Charityvest.
It may be valuable to understand some background information on Charityvest as you get acquainted with your firm's new capability:
is a financial technology company aiming to catalyze generosity by creating world-class tools that make giving more purposeful, frictionless, and engaging.
Charityvest serves individuals, communities, organizations, and now advisors, by leveraging modernized donor-advised funds, or tax-deductible giving accounts.
Team
10 full time remote employees
Headquartered in Atlanta, GA
Investors
Y Combinator
Sovereign’s Capital
Teamworthy Ventures
Traction
15K donors
Over $130M in DAF contributions since inception
~$30M in assets
, Co-founder & CEO
, Co-founder & COO
Charityvest, Inc. () is audited annually by Smith & Howard, P.C. in Atlanta, Georgia and files a full IRS Form 990 annually. For an updated record of financial reports and legal policies, visit the designated .
For information on the Charityvest legal structure, please visit the . Here are the key legal considerations for ease of reference:
Protecting the security of stakeholders is a top priority at Charityvest. For updated information on security measures, visit the .
Learn more about Charityvest's historical performance by reviewing the .
Curious to learn more about your firm's custom DAF program? Contact your firm's program manager for program-related matters or Charityvest () for platform-related matters.
