The Charityvest Guide
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The Charityvest Guide
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Welcome to Charityvest 👋
For Donors
About Donor-Advised Funds
Our Fees
Our Portfolios
Promos
Invite Friends, Invest Free
Transfer a DAF Reward
Getting Started
Funding Your DAF
Tax Matters
For Financial Advisors
For Charities
Overview + Receiving Grants
Stock & Crypto Donations
Charity FAQs
For Workplaces
Corporate Giving Fund
Employee Giving Programs
Administrator FAQ
Employee FAQ
About Our Venture
Our Giving Model & Philosophy
Our Story + Mission + Values
The Vennfi Relationship
How We Make Money
Building the Future of Giving
Information Security Posture
Governance & Legal
About Charityvest, Inc.
Financial Reporting
Legal Documents
Required Disclosures
Legal Note
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Promos

Earn rewards with Charityvest ✨
Here are some ways you can get the most out of Charityvest:
  1. 1.
    ​Invite Friends, Invest Free: Refer a friend to unlock up to 12 months of no-fee investing.
  2. 2.
    ​Transfer a DAF Reward: Transfer your existing DAF to Charityvest to waive investing fees through the end of 2023.
...with more opportunities coming soon!
For Donors - Previous
Our Portfolios
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Invite Friends, Invest Free
Last modified 11mo ago
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