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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  • Our referral program
  • Eligibility
  • How to invite friends

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  1. For Donors

Invite Friends, Invest Free

Our referral program lets you give 3 months of free investing to as many friends as you want. You'll also get 3 months of free investing when your friends join.

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Last updated 8 months ago

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Our referral program

We believe in the power of community as a catalyst to generosity.

For each friend you invite to activate Investing with Charityvest, you will both receive 3 months of complimentary Investing.

As soon as your friend creates a Charityvest account, activates investing, and completes a contribution to their Charityvest fund, you'll both receive 90 days of zero-fee access to investments.

Eligibility

Any existing Charityvest account holder is welcome to use our referral program.

You may refer as many friends as you want. The benefit begins on the day your friend completes the qualifying activities.

You'll only receive free investing for yourself for a maximum of 12 months (i.e., 4 successful referrals).

Already enjoying no-fee investing via previous promotions? Rewards will become active when previously earned rewards have completed. Only one reward can be active at a time. Please contact us at support@charityvest.org or via our Intercom chat with any questions.

How to invite friends

  1. Access your referral link here:

  2. Send it to as many friends as you'd like 👯

  3. Visit your to confirm that investing is activated on your profile for when you receive your reward!

Then, your friend(s) must:

  1. for their own Charityvest account using the referral link you shared.

  2. Make a contribution to their Charityvest fund.

  3. Activate investing on their own account.

https://www.charityvest.org/referrals
Investing Dashboard
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