Welcome to What’s new on Charityvest, a newsletter from Charityvest to guide you in purposeful giving.

Creating a donor-advised fund is an important step towards achieving your philanthropic mission. Beyond your giving account, you may be curious:

• How can I donate complex assets, such as real estate or private stock?

• How can I invest my DAF balance in for-profit social ventures, or make recoverable grants to charities?

• Where should I donate to maximize my impact?

• How can I make tax-deductible gifts to international organizations?

With recent improvements to your Charityvest experience, you can find what you need at each stage of your giving journey.

Complex asset donations

For specialized client donations, including private / pre-IPO stock, real estate, life insurance, and more, Charityvest partners with complex gift acceptance firm, Charitable Solutions LLC.

Now, it is simpler than ever to get connected with Charitable Solutions:

• As early as practical, request an introduction via your Charityvest account.

• Receive a free consultation on gift process, timing, and fees from Charitable Solutions.

• Charitable Solutions receives and liquidates your donation, transferring the proceeds to your donor-advised fund, along with gift acknowledgment to substantiate the donation for tax purposes.

Invest for impact

You may wish to leverage your donor-advised fund to:

• Invest in or make loans to for-profit social ventures.

• Make recoverable grants or loans to charities loans.

Now, you can request to make impact investments through Impact Foundation via your Charityvest account. Impact Foundation is a 501(c)(3) public charity that allows you to recommend custom investments for a fee, with a minimum opening balance of $25,000.

Partner with philanthropic advisors

Philanthropic advisory helps you maximize your charitable impact through guidance on identifying preferred causes, evaluating nonprofits, and planning donations. Now, you can express interest in philanthropic advisory services from one of our vetted partners for a fee.

Grant internationally

If you wish to support a charity that operates outside of the U.S., Charityvest has partnered with TrustBridge Global, a foundation with a network that enables them to deploy tax-deductible charitable giving internationally for a fee. We recommend this for grants valued at $5,000 or greater.

Now, it is simpler than ever to get connected with TrustBridge Global:

• Recommend your international charity to the TrustBridge Global network, if the charity is not one of the 800+ organizations already vetted by TrustBridge.

• TrustBridge Global performs due diligence to make your charity eligible and able to receive your gift while preserving tax deductibility.

• Make a grant from your giving account to TrustBridge Global. Once received, TrustBridge will deliver the funds to the charity.

We are proud to serve you in giving. If you have any questions or comments, simply reply to this message and we'll be eager to help.

With gratitude,

Team Charityvest