How We Make Money
How we serve donors with no-or-low-fee giving experiences and keep the lights on.
The Charityvest venture makes money in three ways:
- 1.Admin fees. The main way Charityvest creates revenue is by charging an administrative fee for assets in its investment accounts, like other donor-advised funds. The difference is, we offer a modern experience, while being more affordable, thanks to technology.
- 2.Recommended tips (coming soon). We will soon invite donors—especially donors using Charityvest for transactional means instead of making use of our investment accounts—to leave us a tip for our services if we added value.
- 3.Workplace giving programs. We operate workplace giving programs for companies and charge a software-as-service fee to them for this service.
Some donors have asked if we can really create an attractive business with our model and fee levels. The key to our business lies in our technology, which creates significant efficiencies relative to other DAFs. We don't have the considerable costs that other DAFs do. Thus, we can be more competitive on fees.