After your lifetime, charity beneficiaries and personal successors can receive or manage portions of your Charityvest fund, continuing your legacy of giving.
Charityvest Giving Legacy is in pre-launch.
To name beneficiaries and successors on your account, please email [email protected] with subject line "Giving Legacy" from the email address on your account.
After your lifetime, your giving legacy can continue through your beneficiaries.
Beneficiaries can be a mix of individuals who will receive a transfer of charitable assets to a Charityvest fund in their name and charities who will receive grants for the causes you specify. You can update your beneficiaries at any time.
To add an individual beneficiary, we ask for their first name, last name, email address, your relationship, and the percentage of your fund you would like to pass to them.
You are able to provide additional contact information, including address and phone number. You may also include a personal note to the individual. We won't notify this person that you added them as a beneficiary until it's time for them to assume advisory privileges.
To add a charity beneficiary, we ask for the charity's identifying information, the specific need for the grant (if any), and the percentage of your fund you would like to grant to them. You may also include a personal note.