The Charityvest partnership
Describing the partnership powering your custom DAF program.
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 curated giving opportunities, charitable advisory experts, and educational content on demand.
This is made possible by leveraging technology provided by Charityvest, which is why throughout the Guide to Charityvest for Advisors, 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:
About Charityvest
Charityvest 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.
Charityvest organizational overview
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Charityvest legal compliance
Charityvest, Inc. (EIN 81-2771871) 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 legal section of our website.
For information on the Charityvest legal structure, please visit the Charityvest client-facing guide. Here are the key legal considerations for ease of reference:
Charityvest security posture
Protecting the security of stakeholders is a top priority at Charityvest. For updated information on security measures, visit the client-facing guide.
Charityvest annual report
Learn more about Charityvest's historical performance by reviewing the 2023 public annual report.
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.
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