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Charityvest

Your personal charitable giving fund.

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Overview

Charityvest provides donor-advised funds, which are like personal charitable savings accounts. Users can contribute to their fund, invest the money to grow tax-free, and then grant it out to nonprofits over time. Charityvest also has a feature for companies to offer matching gifts to their employees' DAF contributions, providing a modern and flexible way to manage corporate giving.

✨ Key Features

  • Donor-advised funds (DAFs)
  • Tax-deductible contributions
  • Investment options for DAF balances
  • Grants to any US nonprofit
  • Corporate matching gifts for DAFs

🎯 Key Differentiators

  • No or low fees
  • Modern, technology-first platform
  • Focus on accessibility for all donors

Unique Value: Democratizes access to donor-advised funds, a powerful tool for charitable giving, through a modern, low-fee platform. Offers a unique approach to corporate matching.

🎯 Use Cases (3)

Individuals managing their charitable giving through a DAF Companies offering a matching gift program tied to employee DAFs Making anonymous or recurring grants to nonprofits

✅ Best For

  • Providing a low-fee, user-friendly platform for donor-advised funds

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Nonprofits looking for a tool to put on their own website to identify matching gifts

🏆 Alternatives

Fidelity Charitable Schwab Charitable Vanguard Charitable

Significantly lower fees and a more modern user experience compared to the large, institution-backed DAF providers.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat

💰 Pricing

Contact for pricing
Free Tier Available

Free tier: No fees for standard DAF accounts.

Visit Charityvest Website →