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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  1. For Donors

Getting Started

A walkthrough of everything you need to establish and use a donor-advised fund with Charityvest.

PreviousAbout Donor-Advised FundsNextOpen an Account

Last updated 1 year ago

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We created Charityvest to unlock more charitable people: to help you give, and give more.

Our simple, modern DAF platform lets everyone enjoy tax-smart, purposeful giving through a world-class experience. A few simple steps will get you started on your Charityvest giving journey:

  1. Create a Charityvest fund in a matter of minutes using our simple setup process requiring minimal personal information.

  2. Once your account is open, you'll have several options to make your first contribution to your account, including linking your bank or credit card, transferring funds from an existing DAF, or making a contribution of non-cash assets.

  3. If appropriate for your charitable plans, activate investing on your account. We'll invest your Charityvest fund in the portfolio you select and rebalance it automatically.

  4. Where the rubber meets the road. Make good on your commitments with thoughtful gifts to the charities you most care about, that can do the most good in the world, and are most worthy of your support. We'll send your gifts twice a month, with zero fees, directly to the charities.

You can also learn more about , , and adding beneficiary charities and people to your account to .

Create an Account
Make a Contribution
Activate Investing
Grant to Charity
Scheduling Future Giving
Sending Charitable Gift Cards
Leave a Giving Legacy