Collateral

Downloadable PDFs to learn about the Foundation Source DAF giving program and share with clients.

For your ease of reference, here are the Charityvest for Advisors downloadable PDFs:

Client-facing 3-pager you can share with clients to introduce them to the Foundation Source DAF offering.
Philanthropic service partner 1-pagers you can reference to learn more about their process.

Curious to learn more about the Foundation Source DAF program? Contact support@charityvest.org for any program or product-related matters.

Last updated 2 months ago