Modern tax-deductible giving accounts for individuals + collaborative giving funds for communities.
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.
$5.70M
5
| Customer | Success Story | Source |
|---|---|---|
| Foundation Source acquired Vennfi to integrate its donor-advised fund (DAF) platform and workplace giving capabilities into its own offerings. | ||
| 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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