The Charityvest Guide
  • Welcome to Charityvest 👋
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Share Account Access
      • Make a Contribution
      • Activate Investing
        • Impact investing
      • Grant to Charity
        • Tips for finding a specific charity
        • Philanthropic advisory
        • International Grantmaking
      • Check Grant Status
      • Schedule Future Giving
      • Send a Gift Card
      • Add Beneficiaries
      • Set a Giving Goal
    • Gifts We Accept
      • Cash
      • Stocks & ETFs
      • Crypto
      • DAF Transfers
      • Complex Assets
      • Other Ways to Donate
    • Our Portfolios
    • Our Fees
    • Philanthropic services
    • Invite Friends, Invest Free
    • Tax Matters
    • For Financial Advisors
  • COMMUNITY FUNDS
    • About Community Funds
    • Fund Managers
    • Community Fund Setup
      • Community Fund Policies
      • Community Fund Settings
      • Community Fund Design
        • Grantmaking Process: Examples + Inspiration
    • Donate to a Community Fund
    • Grant from a Community Fund
    • Community Fund Fees
    • Community Fund FAQs
  • For Charities
    • Receiving Grants
    • Stock & Crypto Donations
    • Charity FAQs
  • For Workplaces
    • Corporate Giving Fund
    • Employee Giving Programs
      • Employee Matching
      • Employee Equity
      • Setting Up an Employee Program
    • Administrator FAQ
    • Employee FAQ
  • About Our Venture
    • Our Giving Model & Philosophy
    • Our Story + Mission + Values
    • The Foundation Source Relationship
    • How We Make Money
    • Building the Future of Giving
    • Our Trust & Security Posture
  • Governance & Legal
    • About Charityvest, Inc.
    • Financial Reporting
    • Legal Documents
      • Charityvest Terms of Use
      • Charityvest Privacy Policy
    • Required Disclosures
    • Legal Note
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  • Overview
  • Legal status
  • Charitable Board of Directors
  • Charityvest, Inc. Foundational Documents

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  1. Governance & Legal

About Charityvest, Inc.

An overview of the donor-advised fund sponsoring public charity providing Charityvest DAFs.

PreviousOur Trust & Security PostureNextFinancial Reporting

Last updated 2 months ago

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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 .

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

Co-Founder & Director, 1 for 2 Education Foundation

Finance & Strategy

President of DAF technology, Foundation Source

Technology & Strategy

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

, CFA, Chairman

, Treasurer

, Secretary

81-2771871
Paul Glyer
Stephen Kump
Heather Grizzle
Nate Wong
Paurvi Bhatt
606KB
Charityvest, Inc. - IRS Determination Letter.pdf
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IRS Determination Letter
654KB
Charityvest, Inc. - Certificate of Incorporation.pdf
pdf
Certificate of Incorporation