We would be honored to accept a transfer of some or all of your existing donor-advised fund assets from another donor-advised fund sponsor.
Our DAF Transfer Promotion
We believe Charityvest is the best place for you to grow your donor-advised fund. 🌱
When you transfer more than $1000 from your existing DAF to Charityvest, you will receive the full power of Charityvest (with investments), for no fees, through the end of 2023.
Any existing Charityvest account holder is welcome to earn our DAF Transfer reward.
In order to qualify for free investing through the end of 2023, your DAF transfer must be greater than $1000.
Your reward will automatically be applied to your account once we've processed your DAF transfer, which you can confirm by visiting your Investing Dashboard.
Already enjoying no-fee investing with our Referral Program?
Rewards will become active when previously earned rewards have completed. Only one reward can be active at a time. Please contact us at [email protected] or via our Intercom chat with any questions.
How to Transfer Your DAF
Sign up for a free account with Charityvest if you haven't already.
Make a grant recommendation from your existing DAF to Charityvest, Inc. (EIN: 81-2771871) for the amount you wish to transfer, up to your full balance. In the grant notes, please include the email address associated with your Charityvest account. We'll use this to assign your transfer to the correct Charityvest account.
Enjoy no-fee investing through 2023 🎉 The reward will automatically be applied to your account once we process your DAF transfer, the timing of which will depend greatly on your current sponsor's processing times. Once your funds have landed, feel free to activate Investing at no cost. You can visit your Investing Dashboard to confirm that your fee waiver is active.
Have you already completed a DAF transfer to Charityvest?
We are honoring this promotion for all successful DAF transfers since our inception. You can visit your Investing Dashboard to confirm the reward is active in your account if you have made a DAF transfer to Charityvest in the past.
Does your current DAF sponsor need more information to complete the transfer?
Your current DAF sponsor may contact us at [email protected] if they would like to obtain ACH information to remit the transfer to us.
Tax Considerations for DAF Transfers
DAF transfers are not new charitable contributions, and are therefore not considered tax-deductible. When we process your DAF transfer, we will automatically mark it as not tax-deductible and it will not appear on your year-end tax statement.
If you'd like us to walk you through the process, please reach out via chat or at [email protected] and we'll be happy to help.