# Advisor Partner Guide

With [Charityvest for Advisors](https://www.charityvest.org/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.

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**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](https://advisorguide.charityvest.org/) is the main how-to resource for financial advisors.
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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**](https://advisorpartnerguide.charityvest.org/demo): video tours of the advisor Dashboard and client experience.
* [**Philanthropic services**](https://advisorpartnerguide.charityvest.org/philanthropic-services): overview of our partnerships to help your firm quarterback philanthropy for clients.
* [**Collateral**](https://advisorpartnerguide.charityvest.org/collateral)**:** PDFs for your team of advisors to learn about your custom giving program and share with clients.
* [**Fees**](https://advisorpartnerguide.charityvest.org/fees)**:** what a custom DAF program costs to your firm, advisors, and clients.
* [**Getting started**](https://advisorpartnerguide.charityvest.org/getting-started)**:** what to expect in establishing a custom donor-advised fund platform powered by Charityvest.

## Differentiate your firm with philanthropy

Attract and retain clients by offering world-class philanthropy as a seamless part of your firm.

1. **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.
2. **Premium philanthropic services.** Engage one of our philanthropy advisors or complex gift planners as an integrated part of your firm’s offering.
3. **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.

## Our capabilities are unique — enabling you to engage clients, without hassle.

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.

## Client example: OneAscent launches OneGive

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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.

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If you would like to explore how Charityvest for Advisors can serve as your firm's philanthropic practice, [request a demo on our website](https://www.charityvest.org/for-advisors) or contact our team at <info@charityvest.org> for more information.
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