The Charityvest Guide
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The Charityvest Guide
Welcome to Charityvest 👋
For Donors
About Donor-Advised Funds
Our Fees
Our Portfolios
Promos
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
Additional Services & Programs
Information Security Posture
Governance & Legal
About Charityvest, Inc.
Financial Reporting
Legal Documents
Required Disclosures
Legal Note
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Financial Reporting
Displaying the history of Charityvest's audited financials and IRS Form 990 submissions.

Audited Financials

We are audited annually by Smith & Howard, P.C. in Atlanta, Georgia.
Charityvest, Inc. - Smith & Howard Audit FY2020 and FY2019 vFinal.pdf
290KB
PDF
FY2020 + FY2019 Audit

IRS Form 990s

We file a full IRS Form 990 annually.
Charityvest, Inc. - 2019 Form 990 - Public Inspection Copy.pdf
470KB
PDF
2019 Form 990
Charityvest, Inc. - 2020 Form 990 - Public Inspection Copy.pdf
1MB
PDF
2020 Form 990
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Legal Documents
Last modified 6mo ago
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Contents
Audited Financials
IRS Form 990s