Advisor Prospective Partner Guide
Offer clients a custom, modern DAF program under your brand.
Last updated
Offer clients a custom, modern DAF program under your brand.
Last updated
With Charityvest for Advisors, launch a powerful, white-labeled DAF program at your firm to offer custom investments, no minimums, automated back office, and premier philanthropic services for even your most sophisticated clients.
Important Note: The Advisor Prospective Partner Guide is designed to support your leadership team as you consider Charityvest for Advisors for your firm. The Guide to Charityvest for Advisors is the main how-to resource for financial advisors.
This guide, curated specifically for RIA firms, aims to provide you with everything you need to know to establish your custom donor-advised fund platform in partnership with Charityvest. It includes:
Demo: video tours of the advisor Dashboard and client experience.
Philanthropic services: overview of our partnerships to help your firm quarterback philanthropy for clients.
Collateral: PDFs for your team of advisors to learn about your custom giving program and share with clients.
Fees: what a custom DAF program costs to your firm, advisors, and clients.
Getting started: what to expect in establishing a custom donor-advised fund platform powered by Charityvest.
Attract and retain clients by offering world-class philanthropy as a seamless part of your firm.
Custom investments, no minimums. We offer advisors broad discretion regarding the investment choices on their client DAFs. There are no minimums on balances for fully custom investments.
Premium philanthropic services. Engage one of our philanthropy advisors or complex gift planners as an integrated part of your firm’s offering.
More revenue, lower client fees. You can be paid on DAF balances with no account size minimums, and we charge clients the lowest DAF admin fees in the industry.
In partnership with Charityvest, your firm can deliver a modern giving experience to your clients through advisor-managed donor-advised funds:
Custom investments. Extend your investment strategy into DAFs on behalf of your clients, without minimums, subject to the prudent parameters of our Investment Policy Guidelines.
Your branding. Build trust and highlight relationship value with your firm name, logo, and advisor profile present when clients log in.
Collaborative philanthropy. Help clients figure out what to give to and creatively partner with family and friends on giving through our suite of integrated collaborative giving tools.
Expert support. Real people to help clients and advisors, plus resources to support conversations with clients and comprehensive charitable reporting on philanthropic activity.
Automated ops. Our system automatically makes rebalancing trades and processes grants so your team members don't have to.
Charitable legacy. Allow your clients to name DAF beneficiaries and extend their philanthropic impact to future generations.
OneAscent, an RIA headquartered in Birmingham, Alabama, launched its own DAF program for advisors & clients in partnership with Charityvest called, ”OneGive.” Through their own custom investments in the program, their brand, and collaborative philanthropy initiatives, they believe it will be a meaningful capability to support the growth the firm — attracting both new clients and advisors.
If you would like to explore how Charityvest for Advisors can serve as your firm's philanthropic practice, request a demo on our website or contact our team at info@charityvest.org for more information.
