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
Information Security Posture
Governance & Legal
About Charityvest, Inc.
Financial Reporting
Legal Documents
Required Disclosures
Legal Note
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Legal Documents
DAF Policies & Guidelines
Charityvest, Inc. - Personal Charitable Giving Fund Policies & Guidelines.pdf
187KB
PDF
Policies & Guidelines
Governance & Legal - Previous
Financial Reporting
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Required Disclosures
Last modified
1yr ago
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