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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  • Fund Name
  • Purpose
  • Keywords
  • Logo
  • About
  • Resources
  • Our Grantmaking Process
  • FAQs

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  1. COMMUNITY FUNDS
  2. Community Fund Setup

Community Fund Design

Add visual and written context to tell your fund's story.

Community Funds are yours to explore! We invite you to add images and information to your fund to set the tone and clarify your mission to your supporters. These details can be edited at any time.

Fund Name

Your fund name should be distinct and direct, especially if you intend to share it publicly. It has an 80 character limit. Examples of possible fund names include:

  • [Your Workplace] Employee Fund

  • [Your Family Name] Family Giving Fund

  • The [City, Country, Region] Opportunity Fund

Purpose

Your fund's purpose is a tagline description of your fund. This is a great way clarify any defining characteristics that your supporters should bear in mind when donating. There is a 160 character limit.

Keywords

You have the option to add keywords to your fund, which will be useful if you wish to reach donors in the Charityvest community that are looking to discover new community funds to support.

Logo

You have the option to add a logo to your fund. There is a 250 KB size limit, with a maximum pixel ratio of 400x200.

About

The About section of your fund has two components: Images and Rich Text Description.

Images: Add several images (and corresponding captions) that reflect the vision of your fund. You must choose one featured image to be displayed as the thumbnail of your shareable link.

All images must have an aspect ratio of 16:9, with a 3000 KB size limit.

Rich Text Description: Add descriptor text to tell the story behind the fund, and it's grantmaking philosophy. There is a 2500 character limit.

Resources

You can opt to add links to external sources of information related to your fund, including websites, documents, videos, and more.

Our Grantmaking Process

In this section, you care share more about how the fund will distribute money to charities.

We find that transparency around your grantmaking process is a helpful way to share your operating principles with potential supporters, and establish the fund as a trustworthy giving vehicle.

FAQs

You can add frequently asked questions, and pre-populated answers as needed. Here are some examples of fund FAQs you could include:

  • What causes do you support?

  • Why should I trust this fund?

  • Will I get a tax receipt for this donation?

With these components of your fund defined, you are setting your Community Fund up for success!

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Last updated 5 months ago

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See to help you think through the operating principles for your fund.

Grantmaking Process: Examples + Inspiration
Screenshot view of multiple images in the editor mode of a Community Fund.