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

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, request a demo on our website or contact our team at [email protected] for more information.

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