Charityvest

Today, we are excited to announce that Vennfi, Inc., the financial technology company powering Charityvest, has been acquired by Foundation Source, the nation’s largest provider of cloud-based solutions for private foundations and planned giving. For our donors, here’s what you need to know about this news: ? The Charityvest you love will continue on as you know it. Your logins, balances, and contributions remain secure, with no interruptions. ? Our capabilities for larger balances are increasing. Our team and expertise is expanding. Read more about the announcement here: https://lnkd.in/eqEaYMuz Have any questions? Feel free to reach out to us or send us an email at [email protected].

We have a lot to celebrate as we close out Black History Month and enter Women’s History Month!? ? We’re thrilled to announce that the Community Fund focused on caregiving: CareWorks Fund, has selected grantees for their first round of grantmaking, dedicated to organizations led by and focused on Black and African care workers? ? A total of $6,000 has been awarded to the following charities:? Aging 100, His AhmayesIng Grace, Volunteering for Seniors Inc (VFS) A 501(c)(3) organization ? ?? The CareWorks Fund is a caregiving, end-of-life, and bereavement fund led by women of color, for women of color, who lead culturally adapted workforces & service solutions. Led by Renea Banks and founded by Paurvi Bhatt, MPH, this first of its kind fund focuses on culturally diverse solutions to the care economy.?? ?? Their mission is to elevate our collective knowledge of care organizations led by diverse women working to strengthen the workforce, the services, and the support needed for culturally and ethnically diverse populations.?? ? Thanks to the Fund Advisors that supported this grantmaking round:? ? Brittany Hartfield, Tam Ho, Shyam Gokaldas, Shuma Panse, Charles Bruce, Jr., SHRM-CP ?? Learn more about this Community Fund and follow along their journey to see what’s coming next!? https://lnkd.in/gCtquecB ? ? *CareWorks holds 10% of funds raised each round to roll forward as seed funding to support the next round of grantmaking.

For leading advisors, growing their practice is at the top of their to-do lists this year. In a recent?Financial Advisor Magazine article, President of DAFs Stephen Kump shared three ways that charitable giving will take your practice to the next level in 2025.

Our community has supported a variety of organizations and issues over the past year. Here are a few of the top charities ??? ?? Wikimedia Foundation GiveWell Feeding America World Vision charity: water Samaritan's Purse Pioneers Learn more and see the whole list of top charities here >> https://lnkd.in/gJ3fEEZt #philanthropy #donoradvisedfunds #charities?

In 2024, our community funded a variety of organizations across different sectors, issues and continents. Here are some of the top charities Charityvest donors funded in 2024 ????? ?Cru Compassion International Young Life RUF (Reformed University Fellowship) St. Jude Children's Research Hospital Doctors Without Borders/Médecins Sans Frontières - USA World Central Kitchen International Justice Mission Learn more and see the whole list of top charities here >> https://lnkd.in/gJ3fEEZt #philanthropy #donoradvisedfunds #charities?

Our 2024 Annual Report is here! It was an exciting year of strategic growth as we supported over $52 million in grantmaking, partnered with several RIA firms to launch custom DAF programs and partnered with Foundation Source. ?? Check out the full report to learn about our community’s generosity and impact over the past year >> https://lnkd.in/gJ3fEEZt #donoradvisedfunds #philtech #philanthropy??

2024 Charityvest tax statements are now available. Donors can check their inboxes for details and download their statements directly from their accounts. If you have any questions, let us know. Our team is here to help!

Celebrating a year of strategic growth and progress. ?? We hope that by reading our 2024 Annual Report, you will feel inspired and encouraged for the year to come. Explore top highlights from our community's growth in 2024 at the link below. A big thanks to some partners and friends who played a part in last year's success: Foundation Source, OneAscent, Pandowealth., Turning Point Financial, Streamline Financial Services, LaSalle St. Securities, The Parr McKnight Wealth Management Group, Calvin Edwards & Company, GiveTeam, Raise for Good, Simple Charity, Impact Foundation, TrustBridge Global Foundation, Charitable Solutions, LLC, Giving Gap, Paurvi Bhatt, MPH, Renea B., Qaleel Fund, MatchNice, vRad (Virtual Radiologic), Philanthropy Together, Social Impact World, GivingTuesday, BackBlack https://lnkd.in/gJ3fEEZt

Giving back is about more than donations—it’s about building a lifelong practice of generosity. Whether you’re a seasoned philanthropist or just starting out, sustaining your giving journey can be challenging, but it’s also incredibly rewarding. Find inspiration and start your journey by reading more on our blog. #CharitableGiving #Philanthropy #PurposefulGiving #DAF

Charityvest 2024 tax statements will be available by the end of January. Donors will receive an email when their statement is ready, and they’ll be able to view and download it from their account.? As always, reach out to us if you have any questions. We’d be happy to help.