Charityvest donors,

Today, we’re announcing an exciting partnership that will impact our future.

Our technology partner is joining forces with Foundation Source. 

Vennfi, Inc., the financial technology company powering Charityvest since 2019, has been acquired by Foundation Source, the nation’s largest provider of cloud-based solutions for private foundations and planned giving.

Foundation Source will integrate the team and technology that currently powers Charityvest’s donor-advised fund program. With 65 years of experience and more than $25 billion in foundation assets administered, Foundation Source is an ideal partner to come alongside Charityvest to build the future of purposeful giving.

What this means for you:

1. Your DAF balances are secure + complete service continuity.
   Your DAF assets remain with Charityvest, Inc., an independent, registered 501(c)(3), and the existing Vennfi team is joining Foundation Source. They will just have a larger team supporting them.

2. Our capabilities, especially those to support larger balances, are increasing.
   With Foundation Source’s wealth of knowledge and resources joining forces with Vennfi’s DAF-tech know-how, the future of our offering is bright. The same team that administers some of the largest family foundations and oversees $25B in assets will now be behind Charityvest.

We are excited about this partnership and its promise to deliver greater giving capabilities to our donors.

Please feel free to reach out with any questions. We’d be happy to hear from you.

The future of purposeful giving is bright.

With gratitude,

Stephen, Paul, Brittan, Blair, Heather, Nate, & Paurvi
Board of Directors
Charityvest Inc.