The Charityvest Guide
  • Welcome to Charityvest đź‘‹
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Share Account Access
      • 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
Powered by GitBook
On this page
  • Our story
  • Mission
  • Values

Was this helpful?

Export as PDF
  1. About Our Venture

Our Story + Mission + Values

We exist to catalyze generosity. We founded this company because of a lack of technology in intentional giving.

PreviousOur Giving Model & PhilosophyNextThe Foundation Source Relationship

Last updated 1 year ago

Was this helpful?

Our story

After a stint in philanthropic consulting, we saw an opportunity:

  1. We believe giving is good for humanity.

  2. We believe is an unlock for giving more and giving better.

  3. (DAFs) enable intentional giving.

  4. No one who was creating a DAF experience we felt was serving donors and charities well. And technology was the gap.

We believe everyone should have access to premier tools and resources to engage in intentional giving, so we built Charityvest leveraging modern financial technology.

Read more of our story .

Mission

Our mission is to catalyze generosity.

We do this by creating modern technology to enable people to engage more in philanthropy—to give, to give more, and to give better.

Today we focus on giving through DAFs, but in the future that could mean any technology for better, simpler philanthropy.

Our vision is to empower every household with the tools to be generous—that we would engage every household in the U.S. with an appropriate giving tool for them.

Values

We make decisions employing the following values in our work, endeavoring to live them out as an institution:

  • Generous – We have a giving orientation towards the world—we want to create and share value with people in every area of our operation, with partners large and small, financial and non-financial.

  • Responsible – Our motivations come from a deep conviction about what’s needed in the world, what’s possible, and what we can do about it. We work not because of mere attractive opportunity, but because of a felt responsibility to act.

  • Excellent – We commit ourselves to furnish solutions that are noticeably higher quality than the rest of the industry.

  • Egalitarian – We invite everyone to participate in giving generously.

  • Easy – Our solutions reduce hassle, giving donors and recipients an experience that’s simple and streamlined.

intentional giving
Donor-advised funds
here