# About Charityvest, Inc. ## 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](https://www.charitynavigator.org/ein/812771871). 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** | | -------------------------------------------------------------------------------- | -------------------------------------------------------- | ------------------------------- | | [Paul Glyer](https://www.linkedin.com/in/paul-glyer-cfa-27760a2/), CFA, Chairman | Co-Founder & Director, 1 for 2 Education Foundation | Finance & Strategy | | [Stephen Kump](https://www.linkedin.com/in/stephenkump/) | President of DAF technology, Foundation Source | Technology & Strategy | | [Heather Grizzle](https://www.linkedin.com/in/heather-grizzle/), Treasurer | Managing Partner, Causeway Strategies | Communications & DAF Governance | | [Nate Wong](https://www.linkedin.com/in/nathanielkwong/), Secretary | Partner, Bridgespan Group | Social Impact & Philanthropy | | [Paurvi Bhatt](https://www.linkedin.com/in/paurvi-bhatt/) | President, Rosalynn Carter Institute for Caregivers | Social Impact & Philanthropy | | [Lisa Dalberth](https://www.linkedin.com/in/lisadalberth/) | Former Chief Administrative Officer, Fidelity Charitable | Philanthropy & Strategy | ## Annual Reports {% embed url="" %} {% embed url="" %} {% embed url="" %} {% embed url="" %} ## Charityvest, Inc. Foundational Documents {% file src="" %} IRS Determination Letter {% endfile %} {% file src="" %} Certificate of Incorporation {% endfile %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://guide.charityvest.org/governance-and-legal/overview.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.