Our Story + Mission + Values

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

Our story

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

  1. We believe giving is good for humanity.

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

  3. Donor-advised funds (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 here.


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.


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.

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