The Charityvest partnership
Describing the partnership powering the Foundation Source DAF program.
The Foundation Source DAF program is part of our commitment to offer enterprise-caliber and technology-led charitable giving solutions to clients.
Each of your clients will have access to a Foundation Source-branded DAF managed by their PCA.
They also have access to tax-advantaged asset contributions, curated giving opportunities, and educational content on demand.
This program is made possible by leveraging technology that Foundation Source acquired in October 2024.
Charityvest is the 501(c)(3) donor-advised fund sponsoring organization that holds all DAF assets and is responsible for compliance, which is why throughout the Foundation Source PCA DAF Guide, you will notice references to Charityvest.
It may be valuable to understand some background information on Charityvest as you get acquainted with your firm's new capability:
About Charityvest
Charityvest is a 501(c)(3) donor-advised fund sponsoring organization, headquartered in Atlanta, GA, aiming to catalyze generosity by creating world-class tools that make giving more purposeful, frictionless, and engaging.
In addition to serving individual and corporate donors, Charityvest partners with leading financial advisors and workplaces to launch modern giving programs for their stakeholders.
Foundation Source acquired the technology and service partner that powered Charityvest in October 2024. For more information, please review the partnership announcement.
Charityvest organizational overview
Background
Founded in 2019
Headquartered in Atlanta, GA
Built on automated financial tech.
Led by philanthropy + fintech leaders with backgrounds at Bain, McKinsey, and other premier firms.
Incubated in Silicon Valley in the renowned Y Combinator accelerator.
Operating History
Served over 15K donors
Facilitated nearly $200M in charitable capital to date
Charityvest legal compliance
Charityvest, Inc. (EIN 81-2771871) is audited annually by Smith & Howard, P.C. in Atlanta, Georgia and files a full IRS Form 990 annually. For an updated record of financial reports and legal policies, visit the designated legal section of the Charityvest website.
For additional information on the Charityvest legal structure, please visit the Charityvest client-facing guide. Here are the key legal considerations for ease of reference:
Charityvest security posture
Protecting the security of stakeholders is a top priority at Charityvest. For updated information on security measures, visit the client-facing guide.
Charityvest annual report
Learn more about Charityvest's historical performance by reviewing the 2023 public annual report.
Curious to learn more about the Foundation Source DAF program? Contact [email protected] for any program or product-related matters.
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