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.
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.
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