The Charityvest Guide
  • Welcome to Charityvest 👋
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Make a Contribution
      • Activate Investing
        • Impact investing
      • Grant to Charity
        • Tips for finding a specific charity
        • Philanthropic advisory
        • International Grantmaking
      • Check Grant Status
      • Schedule Future Giving
      • Send a Gift Card
      • Add Beneficiaries
      • Set a Giving Goal
    • Gifts We Accept
      • Cash
      • Stocks & ETFs
      • Crypto
      • DAF Transfers
      • Complex Assets
      • Other Ways to Donate
    • Our Portfolios
    • Our Fees
    • Philanthropic services
    • Invite Friends, Invest Free
    • Tax Matters
    • For Financial Advisors
  • COMMUNITY FUNDS
    • About Community Funds
    • Fund Managers
    • Community Fund Setup
      • Community Fund Policies
      • Community Fund Settings
      • Community Fund Design
        • Grantmaking Process: Examples + Inspiration
    • Donate to a Community Fund
    • Grant from a Community Fund
    • Community Fund Fees
    • Community Fund FAQs
  • For Charities
    • Receiving Grants
    • Stock & Crypto Donations
    • Charity FAQs
  • For Workplaces
    • Corporate Giving Fund
    • Employee Giving Programs
      • Employee Matching
      • Employee Equity
      • Setting Up an Employee Program
    • Administrator FAQ
    • Employee FAQ
  • About Our Venture
    • Our Giving Model & Philosophy
    • Our Story + Mission + Values
    • The Foundation Source Relationship
    • How We Make Money
    • Building the Future of Giving
    • Our Trust & Security Posture
  • Governance & Legal
    • About Charityvest, Inc.
    • Financial Reporting
    • Legal Documents
    • Required Disclosures
    • Legal Note
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  1. About Our Venture

Building the Future of Giving

We will continue to expand the horizon of donor capabilities around intentional philanthropy.

PreviousHow We Make MoneyNextOur Trust & Security Posture

Last updated 1 year ago

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Over the next few years, Charityvest endeavors to create capabilities that continue to expand the possibilities of philanthropy, for every donor and charity.

We want to continue to make giving more thoughtful, intentional, easier, and social.

Below are capabilities we are running after in the next 0-3 years, in no particular order.

Capability

Description

📊 App-integrated, automated asset donations

Near-instant asset donation clearing once initiated by the donor or an advisor.

👩‍💼 Donor giving profiles

An optional public profile displaying your favorite charitable causes and any activity on Charityvest with which you choose to be transparent.

📝 Educational forums + premium content

A place for Charityvest donors to learn with curated educational content and share learnings and resources with one another for more effective giving.

📈 Impact investments / more advanced investment options

A broader array of investment options, specifically some that will proactively create more impact with any money within Charityvest DAFs.

We'd love to hear your input on our vision and roadmap. Please give us a shout at with any thoughts.

support@charityvest.org