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

Since we announced our partnership with Foundation Source, our platform’s capabilities have continued to expand.

In this edition, we share how we now offer private foundation solutions and we’re making it easier to invite corporate clients to your firm’s giving program.

Expand client giving with private foundation solutions

For high-net-worth clients with advanced grantmaking requirements, a private foundation may be the appropriate giving vehicle.

Now, with our partners at Foundation Source, it is easier than ever to facilitate expert-backed private foundation setup and management on behalf of your clients.

Learn more about Foundation Source private foundation solutions to bolster your UHNW and HNW client relationships.

Streamlining the process for corporate donors

Your clients leading private foundations, for-profit businesses, trusts, and nonprofits may want to establish DAFs for their own grantmaking.

Now, it is simpler than ever to register a Charityvest account on behalf of your client’s organization. While logged in to your advisor account dashboard:

• Click the Add Client button.

• Select Corporate as your client’s account type during the client invitation process.

• Specify entity type by selecting from the drop-down menu.

• Your client’s organization name will be reflected on their account, tax receipts, and grants (if desired).

Learn more about our corporate donor-advised accounts.

Free Tickets: Wealth Management EDGE 2025

Join us at Wealth Management EDGE 2025 from June 10 - 12th in Boca Raton, FL, and learn about the latest innovations serving financial advisors, where philanthropy is becoming increasingly part of the conversation.

As a sponsor, we are able to share free tickets for advisors in our network:

• Registration link: https://informaconnect.com/edge/

• Promo Code: SPX2025Adv

Reach out to us if you plan to be in attendance — we’d love to meet up!

For further reading

Subscribe to the Foundation Source blog to keep your finger on the pulse of philanthropy and access educational resources, including:

• White Paper: Using Private Foundations and Donor-Advised Funds Together

• White Paper: How to Help Families Make the Most of their Philanthropy

• Ebook: The Advisors Guide to Charitable Conversations with Clients

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