Philanthropic services
Leverage our vetted service partners for your unique giving needs.
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Leverage our vetted service partners for your unique giving needs.
Last updated
Was this helpful?
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.
You have access to the following philanthropic service partners through your Charityvest account:
, , , or can help you craft a vision for your generosity and identify impactful opportunities that align with your giving goals.
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.
can help you use your DAF to support organizations around the world with tax-deductible international grantmaking.
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.
To access our suite of philanthropic services:
Log in to your account Dashboard.
Select the Iām 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.
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