Important message from the Charityvest Inc. Board

Advisor partners:

We want to take a moment to ensure you’ve seen the announcement that Vennfi, Inc., the financial technology company powering Charityvest for Advisors, has been acquired by Foundation Source, the nation’s largest provider of cloud-based solutions for private foundations and planned giving.

Foundation Source will integrate the team and technology that currently powers Charityvest’s donor-advised fund program, combining them with its 65 years of experience administering more than $25 billion in foundation assets. They are an ideal partner to come alongside Charityvest to power the future of purposeful giving.

What this means for you, the Charityvest for Advisors program, and your clients:

• There will be total continuity with our current platform. If you have a Charityvest for Advisors program, your program and client experience will remain unchanged. Your client account balances will remain with us, Charityvest, Inc., an independent, registered 501(c)(3) (EIN 81-2771871).

• You will receive unwavering support. Vennfi’s team will be moving over to Foundation Source, and you will still be able to get help by contacting Bobby Romano at [email protected].

• Our capabilities are increasing. Providing premier DAF experiences for RIAs will continue to remain our focus. By leveraging Foundation Source’s wealth of knowledge and resources, Charityvest, Inc. will be able to continue growing our capabilities for advisors.

We believe the future of giving is brighter with Foundation Source at our side. Please feel free to reach out with any questions.

With gratitude,

Stephen, Paul, Brittan, Blair, Heather, Nate, & Paurvi
Board of Directors
Charityvest Inc.