Last updated
Last updated
Charityvest has partnered with best-in-class philanthropic service providers to enhance the capabilities of your client's donor-advised fund to support their giving at every stage of their philanthropic journey.
Once your client has accepted their invitation to the Foundation Source DAF program, they are free to request philanthropic services directly.
As a PCA, you can with the following philanthropic service providers:
Clients can also express interest in philanthropic service partners independently:
can help your clients maximize their charitable tax benefits and navigate the illiquid asset contribution process, which includes donations of real estate, business interests, restricted or privately-held stock, and other assets.
, , , or can serve alongside your team to help your clients craft a vision for their generosity and identify impactful opportunities that align with their giving goals.
can support your clients as they use their DAF to support organizations around the world with tax-deductible international grantmaking.
can enable your clients to use their DAF balance to make investments in loans to for-profit ventures for social good, or to make recoverable grants and loans to charities.
Resources to share with your clients about philanthropic services available through your giving program.
Curious to learn more about the Foundation Source DAF program? Contact support@charityvest.org for any program or product-related matters.
