Collateral

Downloadable PDFs for your team of advisors to learn about your custom giving program and share with clients.

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.

Advisor-facing 1-pager

13MB

Charityvest For Advisors Advisor-facing 1-pager.pdf

PDF

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Client-facing 2-pager

3MB

Charityvest for Advisors Client-facing 2-pager.pdf

PDF

Open

DAF comparison 1-pager

2MB

Charityvest for Advisors DAF Comparison 1-Pager.pdf

PDF

Open

Philanthropic service partner 1-pagers

1MB

Complex Asset Donations - Charitable Solutions - 1-Pager.pdf

PDF

Open

3MB

International Grantmaking - TrustBridge Global - 1-Pager.pdf

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Open

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 [email protected] for more information.