Charityvest

Private Company

Modern tax-deductible giving accounts for individuals + collaborative giving funds for communities.

Financial Services
Atlanta, Georgia
2-10 employees
Founded 2016

About Charityvest

Charityvest's mission is to unlock generosity by providing a modern Donor-Advised Fund (DAF) platform. The company enables individuals, corporations, and wealth advisors to simplify their charitable giving, allowing for tax-efficient donations of cash, stock, and crypto. Through its technology, Charityvest aims to make philanthropy more accessible, delightful, and impactful for all.

Company Classification

Customer Types
B2CB2BB2N
Business Models
ServicesFreemium
Product & Service Types
Donor-Advised Fund (DAF) PlatformCorporate & Workplace Giving SolutionsWhite-Label Philanthropy Technology

Funding

Total Funding

$5.70M

No. of Funding Rounds

5

Customers

CustomerSuccess StorySource
Foundation Source
Foundation Source acquired Vennfi to integrate its donor-advised fund (DAF) platform and workplace giving capabilities into its own offerings.
OneAscent
Partnered with Charityvest to launch OneGive, a private-labeled donor-advised fund (DAF) and philanthropy program for their advisors and clients. This partnership also marked the public launch of Charityvest for Advisors, a capability that enables wealth advisors to offer branded charitable giving programs.
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