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 organizational overview

• Charityvest legal compliance

• Charityvest security posture

• Charityvest annual report

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

Team	Stephen Kump, Co-founder & CEO Ashby Foltz, Co-founder & COO 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

Charityvest legal compliance

Charityvest | LegalCharityvest

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:

• Legal status

• Charitable Board of Directors

• Foundational Documents: IRS Determination Letter, Certificate of Incorporation, and Bylaws

• Social enterprise partnership arrangement: Vennfi, Inc.

• Required disclosures

• Legal note

Charityvest security posture

Our Trust & Security Posture | The Charityvest Guideguide.charityvest.org

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

Charityvest | 2023 Annual ReportCharityvest

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 ([email protected]) for platform-related matters.