> For the complete documentation index, see [llms.txt](https://guide.charityvest.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guide.charityvest.org/governance-and-legal/overview.md). # 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](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 | | [Matt Nash](https://www.linkedin.com/in/matt-nash/) | Strategic Advisor, Purposefy | DAF Operations & Philanthropy | | [James Lenhoff](https://www.linkedin.com/in/james-lenhoff-9457663/) | President, Good Sense | Wealth Management & Financial Planning | ## Annual Reports {% embed url="" %} {% embed url="" %} {% embed url="" %} {% embed url="" %} ## Charityvest, Inc. Foundational Documents {% file src="/files/-MgkbZm8JfeJetwFptdu" %} IRS Determination Letter {% endfile %} {% file src="/files/-Mgkbb1ECuXKMvdm2sH7" %} Certificate of Incorporation {% endfile %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://guide.charityvest.org/governance-and-legal/overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. 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