Sponsor Donation Recommendations
DAFScore™ : 4.15
Rank : 4.15
AUM
$28.7M
Number of Accounts
14,028
Minimum Balance
$0
Initial Contribution Minimum
$0
Grant Minimum Amount
$20
Grant Timing
1 - 2 Weeks
Investment Options
6 - 10
Administrative Fee
0 - 0.5%
Founded in 2019, Charityvest's mission is to catalyze more intentional giving. They believe minimal, simple fees and expenses help donors focus on what matters: doing more good.
DAF Details
International Granting
Accepts Illiquid Contributions
Ability of 3rd Party Advisors
Political or Religious Affiliation
Sell Their Own Financial Products
Tax Requirements
Minimum Grant Frequency Requirement
Provides Anonymity if Requested
Transferability to Another Sponsor
No History of Security Breaches
Customer Service Resources & Quality of Service
Fair
Online Access and Ease of Use
Good
More Information
Sponsor Organization
Charityvest
Sponsor Donation Recommendations
None
International Granting
Support your favorite overseas charities through Charityvest’s partnership with TrustBridge Global. TrustBridge is a Swiss charity with collaborative relationships around the world, enabling them to professionally manage and deploy your charitable gifts internationally.
Accepts Illiquid Contributions
Charityvest accepts contributions of cash, stocks, ETFs, crypto, and complex assets such as pre-IPO equity, real estate, LLC and Limited Partnership interests, private equity, hedge funds, Venture Capital Fund interests, life insurance, retirement assets, royalties, and even NFTs.
3rd Party Advisors
Currently, Charityvest does not enable donors to grant their advisors access to their DAFs. However, in the meantime, Charityvest does have many workarounds depending on what advisors need to handle on behalf of their clients.
Political or Religious Affiliation
Charityvest is independent of any religious or political organizations.
Sell Their Own Financial Products
None
Tax Requirements
Charityvest targets a net asset distribution of 5% of its total net assets, on a five-year rolling average basis.
Minimum Grant Frequency
A grant must be made at least every 2 years.
Overall Grant Restrictions
Charityvest will not make grants to organizations that have not met 501(c)(3) IRS requirements.
Provides Anonymity
Charityvest respects every donor’s recognition preferences, and offers several options for recognition with grant recommendations, including Full Information (Donor Name, Fund Name, and Contact Information); Names Only (No Contact Info); and Anonymous.
Investment Options
Charityvest offers two investment portfolio options: Core and ESG. Both portfolios offer exposure across the following same asset classes: US Equities, Developed Market Equities, Emerging Market Equities, US Fixed Income, International Fixed Income, and Ultra-Short Duration Fixed Income. Both the Core and ESG portfolios offer four asset allocation choices: Conservative, Balanced, Growth, and Custom (which is fully donor advised).
Transferability to Another Sponsor
Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.
History of Security Breaches
None
Administrative Fees
0.45% on the first $500,000; 0.25% on the next $500,000; 0.10% on amounts from $1 million- $10 million; 0.05% on amounts over $10 million
Customer Service
Dedicated team for support. •Live Chat Via Website •support@charityvest.org
Online Access & Ease of Use
Online Platform
Latest News
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