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].

As giving season approaches, consider how you can make your generosity count with Foundation Source’s Guide to the Giving Season 2024. With resources for donors, advisors, and nonprofits, including our article on donor collaboratives, this guide offers tax-wise strategies to make your year-end giving impactful. Explore the guide and make this season one of meaningful generosity. #GivingSeason #YearEndGiving #CharitableGiving #FoundationSource #Charityvest #DonorAdvisedFund https://lnkd.in/e34Q76eV

Charitable giving is evolving, and understanding the trends shaping philanthropy is more important than ever. Foundation Source’s latest outlook, The Growing Power of Giving, explores key insights from recent giving activity and highlights what to watch for in 2025. Check it out below!

Are you prepared for the busy giving season? We’re sharing key dates to make sure you contribute to your DAF on time and maximize 2024 tax benefits. Read here >> https://lnkd.in/eb8p3w6Y #DAFs #philtech #givingseason

Whether you’re donating cash, securities, or complex assets, we’ve outlined key dates to make sure you contribute to your DAF on time and maximize 2024 tax benefits. If you have any questions, reach out to us or send us an email at [email protected]. Read more in our blog post here: https://lnkd.in/eb8p3w6Y #YearEndGiving #CharitablePlanning #DonorAdvisedFunds #TaxBenefits #CharitableGiving #Philanthropy Foundation Source

In this recent interview with Stephen Kump, President of DAFs at Foundation Source, he offers valuable insight into the future of our partnership. “As Foundation Source acquired Charityvest’s software partner, Vennfi, Inc. (acquired by Foundation Source), it will continue to fully support Charityvest. Through that partnership, it can offer DAFs to Foundation Source’s private foundation clients, white-label programs for wealth managers and workplace giving programs for corporations.” For more on the strategic vision behind our partnership with Foundation Source, read the full Q&A below. #Philanthropy #DAFs #DonorAdvisedFunds #CharitableGiving

It’s been a historic year of growth for Foundation Source as we continue to expand our capabilities and make giving easier. We recently caught up with?our new President of DAFs, Stephen Kump,?to ask some of our most burning questions on what the next few months will look like. Read here ???

Congratulations to the entire Charityvest team on their acquisition by Foundation Source! We are proud to have backed Charityvest since 2020 and witnessed its growth in transforming donor-advised funds. We look forward to seeing their next chapter unfold! Read more here: https://lnkd.in/eqEaYMuz

Big News from Our First Cohort! We’re excited to celebrate?Charityvest, a member of The Founders Arena’s inaugural cohort, as part of a major milestone! Foundation Source has officially acquired?Vennfi, Inc., the fintech company behind Charityvest, transforming how donor-advised funds support philanthropic giving. This acquisition marks a huge step forward for innovation in the charitable space, and we couldn’t be prouder to have had them as a participant in our inaugural cohort. Here’s to continued success for?Charityvest?and their mission of making giving easier and more impactful. ?? READ THE FULL RELEASE HERE ?? https://lnkd.in/ew9kxKwS Stephen Kump Jennifer Dempsey Fox Gary Walker Marshall Smith John Langston, CAIA #Philanthropy #FinTech #CharitableGiving #ImpactInvesting #SocialImpact #NonProfit #DonorEngagement #WealthManagement #TechForGood #Innovation #StartupSuccess #DigitalTransformation #FinTechInnovation #GivingBack #TheFoundersArena #FuelingFounders

It was fun to begin this new chapter alongside Foundation Source at the DAF Giving Summit! In partnership with Foundation Source, we look forward to facilitating more purposeful giving for our community of advisors, workplaces, and donors. The future of giving is bright. Learn more about our partnership here: https://lnkd.in/eqEaYMuz #DAFGivingSummit #Philanthropy #CharitableGiving #DAF