The Charityvest Guide
  • Welcome to Charityvest 👋
  • 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
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  1. COMMUNITY FUNDS
  2. Community Fund Setup

Community Fund Policies

We appreciate your acknowledgment of our Community Fund-specific policies.

PreviousCommunity Fund SetupNextCommunity Fund Settings

Last updated 1 year ago

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Charityvest, Inc. for legal purposes, is considered a. We must comply with IRS regulations, which may limit some types of giving.

When setting up your Community Fund, you will need to agree to the following terms:

Limitations

Though Community Funds are inherently flexible, here are some cases where a fund is not the best fit:

  • Single-charity fundraisers: Community Funds were built on the basis of giving to multiple organizations, and our infrastructure is designed to support this. We hope to offer more solutions in the future, but we currently do not recommend Community Funds for this purpose.

For more information, please read Charityvest, Inc. Community Fund Policies & Guidelines.

Grantmaking to individuals: Charityvest can support grantmaking to the 1.4 million+ eligible 501(c)3, U.S. based . We are not able to facilitate grantmaking to individuals or non-registered organizations.

Potential for private benefits: Community Funds are subject to our policy, in alignment with IRS restrictions. Supporters and fund managers cannot receive any private benefit as a result of grants made through their Community Fund.

public charities
501(c)3 and donor-advised fund sponsoring organization
Disallowed Grants