Here are some advantages of DAFs: 1️⃣ A dedicated platform for charitable giving 2️⃣ Enhanced organization and tracking of donations 3️⃣ Ability to efficiently manage and donate stock + complex assets Explore more benefits of #DAFs on this Forbes article. forbes.com/sites/brucebru…

We are thrilled to participate in the Social Impact World Demo Day today! 🙌 Our Director of Community Growth, Rebecca Jacobs, will share the story of Charityvest alongside other impactful startups like Koru, LottoLove | Charity Scratch Off Cards, Give To Get, Next Street, & Chezuba. socialimpactworld.com/demo-day-ventu…

How do you set up a DAF? They used to only be available for wealthy people, but now companies like Charityvest (who I use) have made it free + easy for anyone to create one We may eventually add a DAF offering to Carry as well so lmk if y'all would be interested in that

We’re proud to be a launch partner for DAF Day: a new kind of giving day that reframes how donor-advised funds are used. We are celebrating DAF Day on Oct 10th, aiming to raise awareness of the value of DAFs. We invite you to join us: dafday.com 🙌

We are excited to spotlight some significant improvements to Charityvest for Advisors! 🚀 Here are our most recent updates: 📈 Advisors can now access available DAF portfolio options. 🔍 Advisors can search for charities and Community Funds. Learn more: charityvest.org/for-advisors

Charityvest is proud to partner with Back Black Movement for #BlackPhilanthropyMonth, an initiative driving funding equity for Black-led organizations and communities worldwide. The campaign is offering over $60K in funds + resources throughout August. ⬇️ backblackmovement.org

Celebrating one year of Community Funds! 🎉 It's been an incredible year since we launched Community Funds. Thank you to our Fund Managers, donors, and supporters for joining us on this journey. Here’s to more purposeful giving! 💙 Learn more below. charityvest.org/community-funds

In honor of the one year anniversary of Community Funds, we’re proud to spotlight a few of our remarkable Funds and the work they are doing: ➤ Giving Gap Community Fund ➤ CareWorks Fund, Paurvi Bhatt, MPH ➤ Qaleel Fund ➤ MatchNice Community Fund, Pooya Pourak ➤ Sunset Social

Uncover your 'money story'—it shapes your beliefs, emotions, and financial behaviors, influenced by cultural factors and childhood experiences. Exploring it empowers you to transform your financial habits. Tips for crafting a positive money story. ⬇️ charityvest.org/blog/write-you…

Here are four ways giving can help you improve your relationship with money: 💪 Giving can be healthy. 🤝 Giving can provide you with community. 🎁 Giving can make you richer. 💙 Giving can give you perspective. Read more about these on our blog. ⬇️ charityvest.org/blog/write-you…

For business owners, understanding deductions is crucial for strategic tax planning to optimize savings & financial efficiency. Things like accounting fees, business travel, and charitable giving can play a big role in this. Read more below. Entrepreneur entrepreneur.com/money-finance/…

We are excited to announce that Paurvi Bhatt, MPH is the newest member of the Charityvest Charitable Board of Directors! Paurvi serves as the President & Chief Impact Officer at the RCI Caregiving, bringing with her extensive experience in healthcare, strategic corporate

Proud to join Charityvest Board to democratize philanthropic impact across individuals communities causes with impact. Great to keep learning across The Minneapolis Foundation AAPIP as immigrant communities continue to grow engagement, inclusion, impact

We're excited to announce the release of our newsletter for advisors, The Giving Edge! 🗞 The Giving Edge is a philanthropic newsletter for financial advisors, where we share product updates from Charityvest for Advisors and offer resources. #AdvisorTech thegivingedge.charityvest.org

During #BlackPhilanthropyMonth, we are excited to highlight some of our Community Funds in partnership with the BackBlack initiative. (Giving Gap, CareWorks Fund Paurvi Bhatt, MPH) Read the full blog here. 🔗 charityvest.org/blog/collabora…

What’s new at Charityvest? We are excited to spotlight some new additions to our dashboard. 🚀 We’re always improving our platform to make charitable giving easier and more seamless for our community of donors and advisors. With that said, we have partnered with best-in-class

Choosing the right donor-advised fund is crucial for financial advisors seeking to offer clients a seamless and modern giving experience. Below, we outline key considerations for advisors exploring DAF solutions as part of their philanthropic offering. charityvest.org/blog/facilitat…

We are inspired by the insights shared in GivingTuesday’s 2023 Lookback Report. Check out the full report below!

Philanthropic collaboration is at an all-time high, with over $2B flowing annually to donor collaboratives. 🚀 Donor collaboratives bring communities together, pooling resources and aligning on shared missions. Learn more about donor collaboratives below. charityvest.org/blog/all-about…

Feeling inspired to lead your own #DonorCollaborative? 🌱 Pooling resources with like-minded individuals can amplify your impact on the issues that matter most to you. Learn more about starting a donor collaborative and its impact below. charityvest.org/blog/how-to-st…