# The Charityvest partnership

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.&#x20;

They also have access to [curated giving opportunities](/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client.md), [charitable advisory experts](/how-advisors-use-charityvest-for-advisors/grant-on-behalf-of-your-client.md#philanthropic-advisor-partners), and [educational content](/about-donor-advised-funds/daf-educational-resources.md) on demand.&#x20;

This is made possible by leveraging technology provided by [Charityvest](#about-charityvest), which is why throughout the [Guide to Charityvest for Advisors](/master.md), 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](#about-charityvest)
* [Charityvest organizational overview](#charityvest-organizational-overview)
* [Charityvest legal compliance](#charityvest-legal-compliance)
* [Charityvest security posture](#charityvest-security-posture)
* [Charityvest annual report](#charityvest-annual-report)

## About Charityvest

[Charityvest](http://charityvest.org) is a financial technology company aiming to catalyze generosity by creating world-class tools that make giving more purposeful, frictionless, and engaging.&#x20;

Charityvest serves individuals, communities, organizations, and now advisors, by leveraging modernized donor-advised funds, or tax-deductible giving accounts.

## Charityvest organizational overview

| Team      | <ul><li><a href="https://www.linkedin.com/in/stephenkump/">Stephen Kump</a>, Co-founder & CEO</li><li><a href="https://www.linkedin.com/in/ashbyfoltz">Ashby Foltz</a>, Co-founder & COO</li><li>10 full time remote employees</li><li>Headquartered in Atlanta, GA</li></ul> |
| --------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Investors | <ul><li>Y Combinator</li><li>Sovereign’s Capital</li><li>Teamworthy Ventures</li></ul>                                                                                                                                                                                        |
| Traction  | <ul><li>15K donors</li><li>Over $130M in DAF contributions since inception</li><li>\~$30M in assets</li></ul>                                                                                                                                                                 |

## Charityvest legal compliance

{% embed url="<https://www.charityvest.org/legal>" %}

Charityvest, Inc. ([EIN 81-2771871](https://www.charitynavigator.org/ein/812771871)) 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](https://www.charityvest.org/legal).

For information on the Charityvest legal structure, please visit the [Charityvest client-facing guide](https://guide.charityvest.org/governance-and-legal/overview). Here are the key legal considerations for ease of reference:

* [Legal status](https://guide.charityvest.org/governance-and-legal/overview#legal-status)
* [Charitable Board of Directors](https://guide.charityvest.org/governance-and-legal/overview#charitable-board-of-directors)
* [Foundational Documents: IRS Determination Letter, Certificate of Incorporation, and Bylaws](https://guide.charityvest.org/governance-and-legal/overview#charityvest-inc.-foundational-documents)
* [Social enterprise partnership arrangement: Vennfi, Inc.](https://guide.charityvest.org/about-our-venture/charityvest-+-vennfi)
* [Required disclosures](https://guide.charityvest.org/governance-and-legal/solicitation-disclosures)
* [Legal note](https://guide.charityvest.org/governance-and-legal/legal-note)

## Charityvest security posture

{% embed url="<https://guide.charityvest.org/about-our-venture/our-trust-and-security-posture>" %}

Protecting the security of stakeholders is a top priority at Charityvest. For updated information on security measures, visit the [client-facing guide](https://guide.charityvest.org/about-our-venture/our-trust-and-security-posture).

## Charityvest annual report

{% embed url="<https://www.charityvest.org/annual-report-2025>" %}

Learn more about Charityvest's historical performance by reviewing the [2025 public annual report](https://www.charityvest.org/annual-report-2025).

{% hint style="info" %}
**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.
{% endhint %}


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