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

In response to valuable feedback from our community of advisors, we’re excited to announce that Charityvest for Advisors now supports advisor-led grantmaking.

With advisor-led grantmaking, your clients will experience:

1. White-glove service: as you manage the details of their giving and facilitate their support of causes that are important to them.

2. Seamless onboarding: as you pre-populate their automated recurring giving.

3. Greater engagement: as you enable them to focus on the bigger picture of their philanthropic vision.

Now, it is easier than ever to elevate your clients’ end-to-end giving journey.

Grant to charity on behalf of a client

To submit grants on behalf of your clients, select the Grant to charity button located on your client’s profile.

You can make one-time grants or schedule recurring grants in accordance with your client’s giving needs.

We recommend you leverage this capability with clients who transition from other donor-advised fund sponsors, require technology support, or wish for you to actively manage their philanthropic lifecycle.

Philanthropy in action

Recap: Future Proof 2024

The Charityvest team hosted an exhibit booth at the Future Proof conference in Huntington Beach this month. It was a great environment to learn about the latest innovations serving financial advisors, where philanthropy is becoming increasingly part of the conversation. If you didn’t make it this year, we highly recommend it for next time.

Coming soon: GivingTuesday

GivingTuesday is on December 3rd this year. It’s an significant day for client grantmaking and philanthropic commitment as it marks the start of the year-end giving season. It’s never too early to start thinking about ways to engage your clients in anticipation of GivingTuesday and beyond.

For further reading

• DAFs 101: The definitive guide to donor-advised funds

• Article: Don't know where to give? How to find great nonprofits to support.

• Video: 5 signals of high-impact charities

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