> For the complete documentation index, see [llms.txt](https://advisorpartnerguide.charityvest.org/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://advisorpartnerguide.charityvest.org/getting-started.md). # Getting started To set up Charityvest for Advisors as part of your firm's custom giving program, you will need to complete: * [Firm-level legal agreements](#firm-level-legal-agreements) * [Onboarding questionnaire](#onboarding-questionnaire) * [Firm Admin training](#firm-admin-training) You will also have access to [marketing opportunities](#marketing-opportunities) at your discretion. {% hint style="success" %} **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. {% endhint %} ## 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](https://advisorguide.charityvest.org/). ## 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) {% hint style="info" %} If you would like to explore how Charityvest for Advisors can serve as your firm's philanthropic practice, [request a demo on our website](https://www.charityvest.org/for-advisors) or contact our team at for more information. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://advisorpartnerguide.charityvest.org/getting-started.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.