# Advisor Prospective Partner Guide

## Advisor Partner Guide

- [Advisor Partner Guide](https://advisorpartnerguide.charityvest.org/master.md): Offer clients a custom, modern DAF program under your brand.
- [Demo](https://advisorpartnerguide.charityvest.org/demo.md): Video tours of the advisor Dashboard and client experience.
- [Philanthropic services](https://advisorpartnerguide.charityvest.org/philanthropic-services.md): Partnerships to help your firm quarterback philanthropy for clients.
- [Collateral](https://advisorpartnerguide.charityvest.org/collateral.md): Downloadable PDFs for your team of advisors to learn about your custom giving program and share with clients.
- [Activation kit (for firms)](https://advisorpartnerguide.charityvest.org/collateral/activation-kit-for-firms.md): Everything you need to introduce, explain, and share your firm's custom DAF program with your clients.
- [Activation kit (for nonprofits)](https://advisorpartnerguide.charityvest.org/collateral/activation-kit-for-nonprofits.md): Everything you need to introduce, explain, and share your nonprofit's custom DAF program with your donors.
- [Activation kit (for universities)](https://advisorpartnerguide.charityvest.org/collateral/activation-kit-for-universities.md): Everything you need to introduce, explain, and share your university's custom DAF program with your donors.
- [Fees](https://advisorpartnerguide.charityvest.org/fees.md): What a custom DAF program costs to your firm, advisors, and clients.
- [Getting started](https://advisorpartnerguide.charityvest.org/getting-started.md): What to expect in establishing a custom donor-advised fund platform powered by Charityvest.
- [Enable multi-custodial DAF accounts](https://advisorpartnerguide.charityvest.org/getting-started/enable-multi-custodial-daf-accounts.md): Expand your program's reach with external custodians
- [Schwab DAF configuration](https://advisorpartnerguide.charityvest.org/getting-started/enable-multi-custodial-daf-accounts/schwab-daf-configuration.md): Schwab-specific instructions for enabling multi-custodial DAF accounts
- [Pershing DAF configuration](https://advisorpartnerguide.charityvest.org/getting-started/enable-multi-custodial-daf-accounts/pershing-daf-configuration.md): Pershing-specific instructions for enabling multi-custodial DAF accounts