Collateral
Downloadable PDFs for your team of advisors to learn about your custom giving program and share with clients.
Last updated
Downloadable PDFs for your team of advisors to learn about your custom giving program and share with clients.
Last updated
The Advisor Guidebook is a great resource for your team to access collateral related to your custom donor-advised fund program.
For your ease of reference, here are the Charityvest for Advisors downloadable PDFs:
Advisor-facing 1-pager you can share with your team of advisors to introduce them to your firm's custom giving program.
Client-facing 2-pager you can share with clients to introduce them to your firm's custom giving program.
DAF comparison 1-pager you can use to compare our solution with other providers.
Philanthropic service partner 1-pagers you can reference to learn more about their process.
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.