Open an Account
Just a few simple steps to open a donor-advised fund with Charityvest.
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Just a few simple steps to open a donor-advised fund with Charityvest.
Last updated
Was this helpful?
You'll need to create an account to get started with Charityvest. When you're finished, you'll have your very own donor-advised fund at Charityvest.
Creating an account is simple, completely free, and requires just a few simple pieces of information.
Visit our sign-up page to get started:
My nonprofit received a grant from Charityvest, should I signup for an account?
We send grants automatically via PayPal or mail on a regular basis.
Nonprofits should not register for an account on Charityvest unless they wish to contribute to a donor-advised fund in the name of their organization.
When you begin the sign-up process, you’ll first choose the type of account you’d like to open.
I am an employee of a workplace matching program on Charityvest, should I sign up for a Corporate account?
Please sign up for a Personal account if you are an employee of a workplace giving program. Even though you are affiliated with a company, you are still giving as an individual. Signing up for a Personal account will ensure your name appears on your tax receipts.
A Personal Account is ideal for individuals, families, and employees who want a simple, flexible way to manage their charitable giving.
With a personal Charityvest account, you can:
Contribute cash, stock, or crypto to receive an immediate charitable tax deduction.
Invest your charitable balance for potential tax-free growth.
Recommend grants to any IRS-qualified nonprofit, at any time.
Track all of your giving activity and tax documents in one place.
You can also collaborate on giving, set up recurring grants, and leverage giving goals to expand your commitment to impact.
My employer told me that I have matching through Charityvest. How can I access my match with a Personal account?
Your employer can invite you to their matching program via email. If you already have a Charityvest account, you can click on the email invitation and sign in to unlock your match benefits. If they have elected for domain-based signup, you will automatically be enrolled if you use your work email to create your account.
Charityvest now supports a frictionless sign-up process for a variety of organizations, including private foundations, nonprofits, for-profit businesses, and trusts.
With a corporate Charityvest account, you can make contributions, recommend grants, and manage your charitable giving on behalf of your organization — all from one streamlined platform.
I am an employer, how can I leverage my corporate account for workplace giving initiatives?
Once you have determined which account type is right for you, you can provide some basic information to set up your donor-advised fund account:
First name/Last name: For both Personal and Corporate accounts, this is the name of the individual who will be accessing the account.
Email address: For both Personal and Corporate accounts, this is the email address that you will use to login to your account and will receive all communications. Each Charityvest account must be associated with a unique email, so you cannot reuse the same email for multiple accounts.
Password: Create a secure password that includes a minimum of 8 characters, 1 letter, 1 digit, and 1 special character.
For Corporate accounts, you will be directed to complete additional information fields, including:
Legal organization name: Enter your organization’s name, which will be reflected on your dashboard, tax receipts, and grants (if desired).
State of incorporation: Where your organization is legally registered.
Corporation type: Choose your entity type from the following dropdown selection options:
Corporation (For-Profit)
Nonprofit Organization
Trust
Private Foundation
Other
We'll send an email to the address you provide us with a confirmation code. Please copy and paste the code from the email you receive so we can verify your email address.
Once you've completed these steps, you will have successfully opened a donor-advised fund with Charityvest. Welcome! You're ready to start giving with purpose.
Upon confirmation, you'll set up two-factor authentication (2FA) which is required if you plan on linking a funding source like a bank or credit card to your account. You can choose "Do this later" if you'd like to handle this when you link a funding source to your account.
For 2FA, you can choose to use text message verification, where we'll send a 6-digit code to your phone for new logins, or authenticator app / TOTP verification, where you can use applications like Authy, Google Authenticator, 1Password, or others to generate a one-time code.
Whichever method you select, you'll be asked to confirm the 6-digit code received or generated before you can enable two-factor authentication.
From your dashboard, you can give your donor-advised fund a personalized title that reflects the names of family members participating in the fund, the charitable intent or aim of the fund, or after someone or something that has meaning in your life.
You can also set a yearly giving goal to make a commitment to giving for the calendar year, and set up recurring contributions and grants to and from your Charityvest fund.
You can open a for individual giving, or a if you’re registering on behalf of an organization.
You can bolster stakeholder relationships with charitable gift cards, introduce donor-advised funds as an employee benefit, offer matching on employee giving, and more. Learn more about our .
Account type: Designate your account as a or account type.
On the right-hand side of the dashboard, you'll see a few account setup steps to link a bank or card, make a contribution to your fund, and recommend your first grant to charity. The best next step is to .
The link at the bottom will let you share the Charityvest experience with others by of charitable funds direct to their email address. Like you, they can join Charityvest to use the funds in making a gift to charity and catalyze their own intentional giving journey.
