Client philanthropic services

Resources to share with your clients about philanthropic services available through your giving program.

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 leverage Charityvest's partner relationships with the following philanthropic service providers:

Clients can also express interest in philanthropic service partners independently:

Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.

Last updated