The Charityvest Guide
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About Our Venture
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.
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
Stephen Kump, Chairman
CEO, Charityvest + Vennfi
Technology
Calvin Edwards, Secretary
CEO, Calvin Edwards & Company
Philanthropic advisory
Blair Cunningham, Treasurer
Partner, SignatureFD
Financial planning
Brittan Berry
Director, FullStory
Technology
Heather Grizzle
Managing Partner, Causeway Strategies
Communications
Mark Parker
VP Growth, BIP Wealth
Financial planning
Paul Glyer
President, IOI Strategies
Investing
Charityvest, Inc. Foundational Documents
Charityvest, Inc. - IRS Determination Letter.pdf
606KB
PDF
IRS Determination Letter
Charityvest, Inc. - Certificate of Incorporation.pdf
654KB
PDF
Certificate of Incorporation
Charityvest Bylaw Revised [final] (1).pdf
132KB
PDF
Organizational Bylaws