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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  • Allow optional gifts to Charityvest
  • Quarterly 1% fee on grants

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  1. COMMUNITY FUNDS

Community Fund Fees

We keep fees and expenses minimal, so your fund can make a greater impact.

Our goal at Charityvest is to catalyze purposeful giving. We believe minimal, simple fees make it possible for Community Funds to build trust and thrive.

There are two main options for fees on Community Funds: allow optional gifts to Charityvest, or a quarterly 1% fee on grant transactions.

Allow optional gifts to Charityvest

This is our tip-based pricing model, where all donors will be asked to make an additional contribution to Charityvest during the checkout process.

We recommend this option for fund managers that prioritize minimal overhead, as the default donation amount is 0%. It is entirely up to the donor if they wish to support our work.

Quarterly 1% fee on grants

This is our percentage-based pricing model, where, on a quarterly basis, we will assess a fee of 1% of the total value of grants made to charity, which will be deducted from your fund balance.

We recommend this option for fund managers who prefer to communicate a consistent fee structure to their supporters, and wish to avoid the "ask" at the end of the donation process for donors.

These fee structures are subject to change, though we will communicate any changes with transparency and integrity.

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Last updated 1 year ago

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