Getting started
What to expect in establishing a custom donor-advised fund platform powered by Charityvest.
To set up Charityvest for Advisors as part of your firm's custom giving program, you will need to complete:
You will also have access to marketing opportunities at your discretion.
Wondering how long it will take to get set up?
As much time as you need! Once our success team has the inputs they need from your firm, your custom-branded donor-advised fund program can be ready in a matter of days.
Firm-level legal agreements
A representative from your firm will be required to sign the Charityvest for Advisors Firm Agreement with Charityvest, Inc.
This agreement outlines the nature of the relationship between Charityvest, Inc. and the investment advisory services provided by your firm to your clients via your custom giving platform.
Beyond this agreement, your advisors do not need to complete any forms as part of participating in your custom donor-advised fund program. Advisors and clients will simply need to accept the terms and conditions of their online accounts.
Onboarding questionnaire
Once your firm has committed to establishing a custom donor-advised fund program via Charityvest for Advisors, our success team will invite your firm to complete a brief onboarding questionnaire (via Typeform). A representative from your team will be prompted to submit basic branding preferences and company information. Within 1-2 days of receipt, our success team will finalize your branded environment.
Firm Admin training
Once your custom-branded donor-advised fund has been created, our success team will invite your firm to a 1-hour live call to instruct any firm representatives responsible for program administration on creating custom investment portfolios, establishing a fee schedule, and initiating advisor invitations.
Additional training is available as needed for your team of advisors, in the form of office hours, webinars, in-app product tours, ongoing support, and access to the Charityvest for Advisors guide.
Marketing opportunities
We believe your firm will be best positioned to craft the story you wish to tell with your custom giving program. However, should it be of value, our marketing team is available to collaborate on the following initiatives:
Custom collateral (i.e. 2-pagers)
Social media launch announcement
Published article/case study
Internal promotions (ex. advisor incentives and events)
Partnership press release
Educational articles and videos as requested
Guest author opportunities
Social media storytelling (ex. Giving Tuesday profile)
Community Fund promotions (i.e. featured by Charityvest, social media announcements)
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