Welcome to The Giving Edge, a newsletter from Charityvest to help you engage your clients in purposeful giving.

PRODUCT UPDATES

Today, we highlight some significant improvements to your Charityvest for Advisors experience.

View firm portfolios

With the Portfolios tab, you can:

• View all your firm’s investment portfolio options.

• Preview target allocations.

• View account assets aligned to each portfolio.

Currently only Firm Admins are able to add and manage firm portfolios to create custom portfolios for their firm.

Learn more about Portfolio Builder here.

Search for charities & Community Funds

With the Charities and Community Funds tabs, you can search for and view eligible charitable organizations from your advisor account. Now you can confirm that your clients’ desired charities are available in our database and share the page with them to help them get started.

Coming Soon! Advisors will have the ability to submit grants on behalf of clients.

Learn more about charity search here.

CLIENT RESOURCES

Giving Quiz

If your client is new to the world of donor-advised funds, leverage your custom-branded giving quiz to help them understand the benefits of a DAF given their charitable and financial goals.

To share the quiz, simply add /daf-quiz to the end of your firm’s custom giving program URL. To view the quiz with Charityvest branding, visit www.charityvest.org/daf-quiz

DAF Comparison 1-Pager

For your clients with existing DAFs at other sponsoring organizations, we encourage you to consider the benefits of moving their account to your firm’s custom giving program. This 1-Pager serves as an easy reference to differentiate Charityvest for Advisors from other popular DAF sponsoring organizations.

We are proud to serve your firm by powering your custom giving program. Together, we can invite clients into a richer philanthropic life.

If you have any questions or comments, simply reply to this message and we'll be eager to help.

With gratitude,
Team Charityvest