Welcome to What’s new on Charityvest, a newsletter to keep our community informed about new capabilities to grow purposeful giving.

Since we announced our partnership with Foundation Source, our platform’s capabilities have continued to expand.

In this edition, we share how we are launching branded DAF partnerships for any community and we’re making it easier for corporate donors to join our platform.

Streamlining the process for corporate donors

Organizations such as private foundations, for-profit businesses, trusts, and nonprofits may want to establish DAFs for their own grantmaking.

Now, it is simpler than ever to register a Charityvest account on behalf of your organization:

• Select “Corporate” as your account type during the initial Charityvest sign-up process.

• Specify your entity type by selecting from the drop-down menu.

• Your organization name will be reflected on your account, tax receipts, and grants (if desired).

Learn more about our corporate donor-advised accounts.

Launch a branded DAF program for your organization

Now, nonprofits, educational institutions, or giving communities can serve major donors by offering a world-class DAF solution as a meaningful part of their fundraising program.

A Turnkey Branded DAF Program includes:

• Fully branded DAF platform and program communications.

• Automated back-office management.

• Full access to Charityvest investment portfolios.

• Collaborative giving tools for more creative donor engagement.

• Real-time views of giving activity and assets under management via administrative login.

We invite you to email us at [email protected] if you would like to discuss this with someone.

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