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

Philanthropic services

Leverage our vetted service partners for your unique giving needs.

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Last updated 5 months ago

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We have partnered with best-in-class philanthropic service providers to enhance the capabilities of your donor-advised fund to support your giving at every stage of your philanthropic journey.

Note: Our partners may assess additional costs for their services, which can be deducted from your DAF balance.

You have access to the following philanthropic service partners through your Charityvest account:

  • Philanthropic advisory: Calvin Edwards & Company, GiveTeam, Raise for Good, or SimpleCharity can help you craft a vision for your generosity and identify impactful opportunities that align with your giving goals.

  • Impact investing: Impact Foundation can enable you to use your DAF balance to make investments in loans to for-profit ventures for social good, or to make recoverable grants and loans to charities.

  • International grantmaking: TrustBridge Global can help you use your DAF to support organizations around the world with tax-deductible international grantmaking.

  • Complex asset donations: Charitable Solutions can help you maximize your charitable tax benefits and navigate the illiquid asset contribution process, which includes donations of real estate, business interests, restricted or privately-held stock, and other assets.

Request philanthropic services

To access our suite of philanthropic services:

  • Log in to your account Dashboard.

  • Select the Philanthropic Services tab on the left-hand menu bar.

  • Select the I’m interested button next to your service category of choice.

  • Complete the form details to initiate an introduction to our partner.

  • Click to submit your inquiry. It will automatically trigger an introduction email to our partner along with a summary of responses for your reference.

  • Our partner will follow up directly with you to help you get started.

Still have questions about this process? Contact us via Intercom chat or email at support@charityvest.org.