Philanthropic services

Leverage our vetted service partners for your unique giving needs.

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, Excellence in Giving, Simple Charity, or Tony Macklin Consulting 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 [e-mail].