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.

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

Stephen Kump, Chairman

CEO, Charityvest + Vennfi

Technology

Blair Cunningham, Treasurer

Partner, SignatureFD

Financial planning

Director, FullStory

Technology + People

Managing Partner, Causeway Strategies

Communications

President, IOI Strategies

Investing

Partner, Bridgespan Group

Social Impact / Philanthropy

Charityvest, Inc. Foundational Documents

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