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  • Client-facing 2-pager
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Collateral

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

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Last updated 8 months ago

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:

  • you can share with your team of advisors to introduce them to your firm's custom giving program.

  • you can share with clients to introduce them to your firm's custom giving program.

  • you can use to compare our solution with other providers.

  • you can reference to learn more about their process.

Advisor-facing 1-pager

Client-facing 2-pager

DAF comparison 1-pager

Philanthropic service partner 1-pagers

If you would like to explore how Charityvest for Advisors can serve as your firm's philanthropic practice, or contact our team at for more information.

request a demo on our website
info@charityvest.org
The Advisor Guidebook
Advisor-facing 1-pager
Client-facing 2-pager
DAF comparison 1-pager
Philanthropic service partner 1-pagers
13MB
Charityvest For Advisors Advisor-facing 1-pager.pdf
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3MB
Charityvest for Advisors Client-facing 2-pager.pdf
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2MB
Charityvest for Advisors DAF Comparison 1-Pager.pdf
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1MB
Complex Asset Donations - Charitable Solutions - 1-Pager.pdf
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3MB
International Grantmaking - TrustBridge Global - 1-Pager.pdf
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