# The Charityvest Guide ## The Charityvest Guide - [Welcome to Charityvest 👋](https://guide.charityvest.org/master.md): We are here to help make intentional giving simple and accessible. - [About Donor-Advised Funds](https://guide.charityvest.org/about-donor-advised-funds.md): A general overview of the donor-advised fund concept and the benefits DAFs provide. - [Getting Started](https://guide.charityvest.org/for-donors/getting-started.md): A walkthrough of everything you need to establish and use a donor-advised fund with Charityvest. - [Open an Account](https://guide.charityvest.org/for-donors/getting-started/create-an-account.md): Just a few simple steps to open a donor-advised fund with Charityvest. - [Share Account Access](https://guide.charityvest.org/for-donors/getting-started/share-account-access.md): Invite family members or trusted associates to co-manage your giving account. - [Make a Contribution](https://guide.charityvest.org/for-donors/getting-started/fund-your-account.md): Make a tax-deductible gift upfront and use your balance to recommend grants to charities whenever you're ready. - [Activate Investing](https://guide.charityvest.org/for-donors/getting-started/enable-investing.md): Invest your giving fund balance to grow your giving potential, tax-free. - [Impact investing](https://guide.charityvest.org/for-donors/getting-started/enable-investing/impact-investing.md): Invest in social ventures and make recoverable grants with your DAF. - [Grant to Charity](https://guide.charityvest.org/for-donors/getting-started/grants-to-charity.md): Making use of your contributions and growth, with purpose: funding causes you care about. - [Tips for finding a specific charity](https://guide.charityvest.org/for-donors/getting-started/grants-to-charity/tips-for-finding-a-specific-charity.md): Can't find the charity you're looking for? Here's a few tips! - [Philanthropic advisory](https://guide.charityvest.org/for-donors/getting-started/grants-to-charity/philanthropic-advisory.md): Craft your philanthropic story with help from our vetted philanthropic advisor partners. - [International Grantmaking](https://guide.charityvest.org/for-donors/getting-started/grants-to-charity/international-grantmaking.md): Grant to any vetted international charity, in partnership with TrustBridge Global. - [Check Grant Status](https://guide.charityvest.org/for-donors/getting-started/check-grant-status.md): Track your grant from Charityvest to your chosen charities. - [Schedule Future Giving](https://guide.charityvest.org/for-donors/getting-started/recurring-contributions.md): Set up recurring payments into and out of your Charityvest account to automate your giving. - [Send a Gift Card](https://guide.charityvest.org/for-donors/getting-started/send-a-charityvest-gift-card.md): Gift charitable money instantly. - [Design your Legacy Plan](https://guide.charityvest.org/for-donors/getting-started/legacy-plan.md): After your lifetime, successor advisors and charity beneficiaries can receive or manage portions of your Charityvest fund, continuing your legacy of giving. - [Set a Giving Goal](https://guide.charityvest.org/for-donors/getting-started/set-a-giving-goal.md): Establish an annual commitment to giving back with an achievable goal. - [Gifts We Accept](https://guide.charityvest.org/for-donors/contributions-to-fund.md): Make a contribution to your DAF today. - [Cash](https://guide.charityvest.org/for-donors/contributions-to-fund/linked-bank-card-accounts.md): Add your bank or card as a primary account. - [Stocks & ETFs](https://guide.charityvest.org/for-donors/contributions-to-fund/stocks-and-etfs.md): Tax-smart asset donations, made simple. - [Crypto](https://guide.charityvest.org/for-donors/contributions-to-fund/crypto.md): The future of tax-smart asset donations. - [DAF Transfers](https://guide.charityvest.org/for-donors/contributions-to-fund/transfer-a-daf.md): Transfer your DAF to Charityvest and enjoy a modern giving experience. - [Complex Assets](https://guide.charityvest.org/for-donors/contributions-to-fund/complex-assets.md): We can make complex giving simple. - [Other Ways to Donate](https://guide.charityvest.org/for-donors/contributions-to-fund/cash-money.md): ACH, Check, Wire, and Company Matches - [Our Portfolios](https://guide.charityvest.org/for-donors/portfolio-options.md): Below, you'll find the details of our current managed portfolio options. - [Our Fees](https://guide.charityvest.org/for-donors/fees-and-expenses.md): We are proud to provide a premier DAF capability. - [Philanthropic services](https://guide.charityvest.org/for-donors/philanthropic-services.md): Leverage our vetted service partners for your unique giving needs. - [Invite Friends, Invest Free](https://guide.charityvest.org/for-donors/invite-friends-invest-free.md): Our referral program lets you give 3 months of free investing to as many friends as you want. You'll also get 3 months of free investing when your friends join. - [Tax Matters](https://guide.charityvest.org/for-donors/tax-consequences.md): Tax deductibility can be complicated. We try to keep it simple: all your tax-deductible contributions, on one tax receipt, with no tax implications thereafter. - [For Financial Advisors](https://guide.charityvest.org/for-donors/set-up-a-daf-for-a-client.md): Launch a powerful, branded giving experience for clients. - [About Community Funds](https://guide.charityvest.org/community-funds/about-community-funds.md): Learn more about Charityvest's newest feature, Community Funds. - [Fund Managers](https://guide.charityvest.org/community-funds/fund-managers.md): The role of fund managers and how to invite them to a Community Fund. - [Community Fund Setup](https://guide.charityvest.org/community-funds/community-fund-setup.md): Guidance on how to set up Charityvest's newest feature, Community Funds. - [Community Fund Policies](https://guide.charityvest.org/community-funds/community-fund-setup/community-fund-policies.md): We appreciate your acknowledgment of our Community Fund-specific policies. - [Community Fund Settings](https://guide.charityvest.org/community-funds/community-fund-setup/community-fund-settings.md): Configure your fund settings, update them at any time. - [Community Fund Design](https://guide.charityvest.org/community-funds/community-fund-setup/community-fund-design.md): Add visual and written context to tell your fund's story. - [Grantmaking Process: Examples + Inspiration](https://guide.charityvest.org/community-funds/community-fund-setup/community-fund-design/grantmaking-process-examples-+-inspiration.md): Examples questions to answer about your grantmaking process - [Donate to a Community Fund](https://guide.charityvest.org/community-funds/donate-to-a-community-fund.md): How to donate to a Community Fund, with or without a Charityvest account. - [Grant from a Community Fund](https://guide.charityvest.org/community-funds/grant-from-a-community-fund.md): How to issue grants from a Community Fund to destination charities. - [Community Fund Fees](https://guide.charityvest.org/community-funds/fees-and-expenses.md): We keep fees and expenses minimal, so your fund can make a greater impact. - [Community Fund FAQs](https://guide.charityvest.org/community-funds/community-fund-faqs.md): Answers to frequently asked questions about Community Funds. - [Receiving Grants](https://guide.charityvest.org/for-charities/overview.md): Details on how we seamlessly deliver millions of dollars in grants to charities, every single month. - [Stock & Crypto Donations](https://guide.charityvest.org/for-charities/stock-+-crypto-donations.md): We can make stock and crypto easy for your organization. - [Charity FAQs](https://guide.charityvest.org/for-charities/charity-faqs.md) - [Corporate Giving Fund](https://guide.charityvest.org/for-workplaces/corporate-grantmaking.md): A corporate donor-advised fund makes setting aside corporate funds for giving and supporting charities with grants simple. - [Employee Giving Programs](https://guide.charityvest.org/for-workplaces/employee-giving-csr-programs.md) - [Employee Matching](https://guide.charityvest.org/for-workplaces/employee-giving-csr-programs/matching-program-setup.md): Launch a simple, affordable employee matching program that everyone will love with Charityvest. - [Employee Equity](https://guide.charityvest.org/for-workplaces/employee-giving-csr-programs/employee-equity-giving.md): Companies can enable employees to give their company equity to charity easily. - [Setting Up an Employee Program](https://guide.charityvest.org/for-workplaces/employee-giving-csr-programs/setting-up-an-employee-giving-program.md): How you can a launch a Charityvest Giving Program to employees - [Administrator FAQ](https://guide.charityvest.org/for-workplaces/admin-faqs.md) - [Employee FAQ](https://guide.charityvest.org/for-workplaces/employee-faq.md) - [Our Giving Model & Philosophy](https://guide.charityvest.org/about-our-venture/our-giving-philosophy.md): We encourage donors to engage in "purposeful giving" to give more, and give more effectively. - [Our Story + Mission + Values](https://guide.charityvest.org/about-our-venture/our-venture-story.md): We exist to catalyze generosity. We founded this company because of a lack of technology in intentional giving. - [The Foundation Source Relationship](https://guide.charityvest.org/about-our-venture/charityvest-+-vennfi.md): A description of the relationship between Foundation Source Philanthropic Services, Inc. and Charityvest, Inc. - [How We Make Money](https://guide.charityvest.org/about-our-venture/how-we-make-money.md): How we serve donors with no-or-low-fee giving experiences and keep the lights on. - [Building the Future of Giving](https://guide.charityvest.org/about-our-venture/building-the-future-of-giving.md): We will continue to expand the horizon of donor capabilities around intentional philanthropy. - [Our Trust & Security Posture](https://guide.charityvest.org/about-our-venture/our-trust-and-security-posture.md) - [About Charityvest, Inc.](https://guide.charityvest.org/governance-and-legal/overview.md): An overview of the donor-advised fund sponsoring public charity providing Charityvest DAFs. - [Financial Reporting](https://guide.charityvest.org/governance-and-legal/financial-reporting.md): Displaying the history of Charityvest's audited financials and IRS Form 990 submissions. - [Legal Documents](https://guide.charityvest.org/governance-and-legal/legal-documents.md) - [Required Disclosures](https://guide.charityvest.org/governance-and-legal/solicitation-disclosures.md) - [Legal Note](https://guide.charityvest.org/governance-and-legal/legal-note.md) --- # Agent Instructions This documentation is published with GitBook. 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