About Charityvest, Inc.
An overview of the donor-advised fund sponsoring public charity providing Charityvest DAFs.
Overview
At Charityvest, we care deeply about transparency and are committed to making it easy for our community to know relevant Charityvest IRS facts and access related files which are meant to be publicly accessible.
Legal status
Charityvest, Inc. is a nonprofit organization whose purpose is to advance and improve how charitable resources are deployed.
The organization is a Georgia-based 501(c)(3) nonprofit, EIN 81-2771871.
Charityvest is organized as a Georgia Nonprofit Corporation, and is recognized by the IRS as a tax-exempt public charity under Internal Revenue Code §501(c)(3) for its tax-exempt status, and §509(a)(1) and §170(b)(1)(A)(vi) for its tax-deductible contribution status.
Charityvest’s primary activity is the sponsorship of donor-advised accounts. The Internal Revenue Code §4966(d)(2) describes a donor-advised account as:
(1) a fund or account owned and controlled by a sponsoring organization (in this case, Charityvest, Inc.), (2) which is separately identified by reference to contributions of the donor, and (3) where the donor has or reasonably expects to have advisory privileges over the distribution or investment of the assets.
Our donor-advised fund program is offered through Charityvest, Inc. (EIN 81-2771871), and all donations to Charityvest DAFs are tax-deductible to the fullest extent of the IRS Code and applicable law.
Charitable Board of Directors
Charityvest, Inc. is governed by an independent, experienced board of directors.
The board meets multiple times per year and governs all policies and activities relating to charitable activity within Charityvest's DAFs.
Current Members:
Name
Current professional role
Relevant expertise
CEO, Vennfi
Technology & Strategy
Partner, SignatureFD
Financial Planning & Investment Management
Co-Founder & Director, 1 for 2 Education Foundation
Finance & Strategy
Director, FullStory
Technology & People
Managing Partner, Causeway Strategies
Communications & DAF Governance
Partner, Bridgespan Group
Social Impact & Philanthropy
President, Rosalynn Carter Institute for Caregivers
Social Impact & Philanthropy
Charityvest, Inc. Foundational Documents
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