Required Disclosures

General Information

Charityvest was incorporated in the State of Georgia, 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 (Charityvest), (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.

Charityvest is committed to ongoing transparency, and publishes detailed financial summary information as a part of its annual reports, financial reports, and IRS 990 forms here.

Financial and other information about Charityvest, Inc. and its purpose, programs, and activities can be reviewed online at https://www.guidestar.org/profile/81-2771871. Additional information may be requested or obtained by e-mailing us at [e-mail], or by writing to PO Box 675791, Marietta, GA 30006.

State-Specific Disclosures

Florida: CH No. 64308. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE, WITHIN THE STATE, 1-800-HELPFLA OR AT www.FloridaConsumerHelp.com. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.

Maryland: For the cost of postage and copying, from the Secretary of State.

Michigan: MICS No. 63086

Mississippi: The official registration and financial information of Charityvest, Inc. may be obtained from the Mississippi Secretary of State's office by calling 1-888-236-6167.

New Jersey: INFORMATION FILED WITH THE ATTORNEY GENERAL CONCERNING THIS CHARITABLE SOLICITATION AND THE PERCENTAGE OF CONTRIBUTIONS RECEIVED BY THE CHARITY DURING THE LAST REPORTING PERIOD THAT WERE DEDICATED TO THE CHARITABLE PURPOSE MAY BE OBTAINED FROM THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY BY CALLING (973) 504- 6215 AND IS AVAILABLE ON THE INTERNET AT http://www.state.nj.us/lps/ca/charfrm.htm.

New York: A copy of our most recently filed financial report is available from the Charities Registry on the New York State Attorney General’s website at www.charitiesnys.com or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at P.O. Box 675791, Marietta, GA 30006. You may obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or [phone].

North Carolina: Financial information about this organization and a copy of its license are available from the State Solicitation Licensing Branch at 1-888-830-4989 (within North Carolina) or [phone] (outside of North Carolina).

Pennsylvania: The official registration and financial information of Charityvest, Inc. may be obtained from the Pennsylvania Department of State by calling toll-free, within Pennsylvania, 1-800-732-0999.

Virginia: From the State Office of Consumer Affairs in the Department of Agriculture and Consumer Services, P.O. Box 1163, Richmond, VA 23218.

Washington: From the Charities Program at 1-800-332-4483, or www.sos.wa.gov/charities.

West Virginia: West Virginia residents may obtain a summary of the registration and financial documents from the Secretary of State, State Capitol, Charleston, WV 25305.

Wisconsin: A financial statement of the charitable organization disclosing assets, liabilities, fund balances, revenue and expenses for the preceding fiscal year will be provided to any person upon request.

CONTRIBUTIONS ARE DEDUCTIBLE FOR FEDERAL INCOME TAX PURPOSES IN ACCORDANCE WITH APPLICABLE LAW. REGISTRATION IN A STATE DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION OF CHARITYVEST, INC. BY THE STATE