Demo

Video tours of the advisor Dashboard and client experience.

The Advisor Guidebook is a great resource for your team to review how-to videos and written instructions related to all aspects of your custom donor-advised fund program.

Here are some high-level demos of the Charityvest for Advisors experience:

• Advisor Dashboard tour: what advisors will see when they log in to their advisor account.

• Client Dashboard tour: what clients will see when they log in to their giving account.

Advisor Dashboard tour

Your advisor account is where your team of advisors can access your firm's custom giving program to open DAF accounts, initiate contributions, and manage investing on behalf of clients. This video is a brief walkthrough of their experience as an advisor.

Client Dashboard tour

When an advisor opens a giving account on behalf of one of their clients, the client will receive an invitation to complete their account setup and access their client Dashboard. This video is a walkthrough of how a client experiences their Charityvest for Advisors Dashboard.

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.