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, 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 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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