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
  • Privacy
  • Fees
  • Accept contributions
  • Require supporters to remain anonymous
  • Fund statistics
  • Giving levels

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  1. COMMUNITY FUNDS
  2. Community Fund Setup

Community Fund Settings

Configure your fund settings, update them at any time.

PreviousCommunity Fund PoliciesNextCommunity Fund Design

Last updated 1 year ago

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Before your Community Fund is created, you will need to set your preferences around privacy, fees, etc. These settings can be updated at any time.

Privacy

There are currently two main options for privacy on Community Funds.

  • Unlisted: An unlisted webpage that can be selectively shared with a link. We recommend unlisted funds for closed communities.

  • Public: A searchable, public webpage that any Charityvest account holder will be able to see and contribute to. We recommend public funds for fund managers looking for external support.

Fees

There are two main options for fees on Community Funds. Learn more about Community Fund fees .

  • Allow optional gifts to Charityvest: a tip-based model, where donors will be asked to make an additional contribution to Charityvest during the checkout process. The default donation amount is 0%.

  • Quarterly 1% fee on grants: on a quarterly basis, we will assess a fee of 1% of the grants value, which will be deducted from your fund balance.

Accept contributions

You can switch on/off the ability for people to donate to your fund.

Require supporters to remain anonymous

If, for any reason, you need all supporters of your fund to remain anonymous, you can opt to exclude any identifiable information about supporters from all donations.

Fund statistics

You can switch on/off the fund statistics displayed on the overview page, which include total all-time contributions, total granted, and total number of supporters.

Giving levels

On the Supporters tab, if you have public supporters, you can sort them by contribution amount, or by manually created categories. You may wish to do so if you have distinct tiers of recognition.

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