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
  • Scheduled Monthly Contributions
  • Scheduled Monthly Grants
  • Managing Recurring Transactions
  • How Recurring Grants are Funded

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  1. For Donors
  2. Getting Started

Schedule Future Giving

Set up recurring payments into and out of your Charityvest account to automate your giving.

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Last updated 6 months ago

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Scheduled Monthly Contributions

If you're considering making a monthly commitment to set money aside for charitable giving, a recurring contribution can help you achieve your giving goals. This is an ideal way to commit to a certain level of charitable giving, without needing to decide which charities you will support ahead of time.

You can set up a recurring monthly contribution from a bank account or credit card to automatically contribute a certain amount to your fund every month.

To set up a recurring monthly contribution, select one of the monthly frequency options on the Contribute screen. Currently, you can choose to have your contributions processed on the 1st or 15th of the month.

Scheduled Monthly Grants

You can also set up recurring monthly grants to charities you want to support on an ongoing basis.

To set up a recurring monthly grant, select one of the monthly frequency options on the Grant screen. Currently, you can choose to have your contributions processed on the 1st or 15th of the month.

Managing Recurring Transactions

You can view all recurring transactions on the Recurring Transactions section of the Activity dashboard. Clicking "Edit" next to the transaction will allow you to make modifications.

How Recurring Grants are Funded

Unlike one-time grants, recurring grants always use your Charityvest balance as a funding source. If your Charityvest account has an adequate balance to fund your recurring grants, it will automatically deduct funds from your account and send your scheduled grants.

If your account does not have sufficient balance to cover your recurring grants, Charityvest will attempt to use your primary funding account, which can be a bank or credit card, to automatically fund your recurring grant schedule. You can change your primary funding account in the profile section.

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