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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On this page
  • Information security
  • Vendor security
  • Combating financial fraud & abuse
  • Protections against cyber crime
  • Separation of venture risk and charitable assets
  • No FDIC or SIPC insurance

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  1. About Our Venture

Our Trust & Security Posture

PreviousBuilding the Future of GivingNextAbout Charityvest, Inc.

Last updated 1 year ago

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Information security

At Charityvest, it is our top priority to keep stakeholder data secure. Access our if you want to learn more in depth about our security measures.

Vendor security

Charityvest has attempted to select best-in-class financial partners and vendors. We hold our vendors to a high standard of quality and reputation.

  • Identity Verification:

  • ACH Payments: (via )

  • Card Payments:

  • Securities: (via Alpaca Securities LLC) and (via BNY Mellon Pershing)

  • Cryptocurrency:

  • Wire Transfer, Check:

Combating financial fraud & abuse

Every contribution to Charityvest, Inc. - whether cash, card, crypto, or securities - is facilitated by a US-based, US-regulated participant in their respective part of the financial system. Our partners ensure required reporting under KYC / AML, Travel Rule, PATRIOT Act, OFAC / SDN sanctions lists, and similar programs.

Additionally, Charityvest can only be used to distribute funds to eligible US-based 501(c)(3) public charities via a limited number of disbursement modalities. As a result, our platform's fraud resistance is enhanced simply due to effort: it requires some meaningful work to abuse.

Protections against cyber crime

All assets are fully legally owned and controlled by Charityvest, Inc, which maintains customary insurance against potential losses from crime or cyber threats.

Separation of venture risk and charitable assets

Charityvest is powered by Vennfi, Inc., a for-profit mission-oriented software company. Vennfi's financial performance does not pose a risk to Charityvest donor assets, as Vennfi is a fully-separate entity.

Charityvest donors are free to recommend a grant to a different DAF sponsor at any time, provided that sponsor is eligible for a grant per IRS guidelines.

No FDIC or SIPC insurance

Donor-advised fund balances are held with Alpaca Securities LLC. As of July 2023, cash balances, including those of Community Funds, are held in cash by Alpaca Securities LLC at BMO Harris Bank.

Still have questions? Contact us via live chat or at support@charityvest.org.

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Evolve Bank and Trust
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