Add a beneficiary to your DAF

Charityvest is excited to announce that users can now add beneficiaries to their DAFs! This feature enables you to establish where your charitable dollars will go in the event of your passing, giving you the capability to be purposeful about your end of life giving. Learn more about why we added this feature, and how you can add beneficiaries to your DAF today.  

To add a beneficiary, log into your account and then:

Go to the Beneficiaries tab and click “Add beneficiaries.”

You can then add either an individual or a charity as a beneficiary.

If you’re adding more than one beneficiary, you’ll also be prompted to choose the proportion you would like allocated to each.