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CharityVest logoC
Wealth Utilities

CharityVest

CharityVest: Integrated charitable giving for modern wealth management.

"CharityVest provides a platform for advisors to manage and streamline charitable giving for their clients. It offers donor-advised funds (DAFs), grant recommendations, and reporting tools designed to integrate charitable giving into wealth management strategies. RIAs use CharityVest to enhance client relationships and provide tax-efficient philanthropic solutions."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #105 in Wealth Utilities
Validated Adoption
116 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Donor-Advised Fund (DAF) management
Tax-advantaged charitable giving
Client engagement tools
Integrated reporting
Grant management

Primary Use Cases

Integrating charitable giving into a client's financial plan
Facilitating donations of appreciated assets
Creating a family foundation alternative with lower overhead
Helping clients meet RMDs with QCDs (Qualified Charitable Distributions)

Agentic Intelligence Briefing

"CharityVest empowers RIAs to integrate charitable giving into their wealth management offerings through a streamlined Donor-Advised Fund platform."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines charitable giving for clients
Offers a donor-advised fund (DAF) platform
Tax-efficient giving strategies
Facilitates client engagement and philanthropy
Integrates charitable planning into financial planning

Adoption Hazards

May not be necessary for all RIA clients
Integration with existing financial planning software could be improved
Pricing structure not immediately clear on website

Stack Compatibility Profile

How CharityVest integrates into institutional RIA stacks.

116 Firms Analyzed
Riskalyze Online
97%
Stack Correlation
Nitrogen Wealth
94%
Stack Correlation
Elements Financial Planning
85%
Stack Correlation
ROL
81%
Stack Correlation
NDEX
80%
Stack Correlation
Morningstar Office
69%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs seeking to offer philanthropic services to high-net-worth clients.
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Fidelity Charitable
2Schwab Charitable
3Giving Docs

Value Proposition

"CharityVest empowers RIAs to deepen client relationships and enhance their value proposition by seamlessly integrating charitable giving into comprehensive financial plans."

Vendor Dossier

CharityVest logoC
CharityVest
charityvest.com
Corporate Portal

Audit Your RIA Stack

See how CharityVest fits into your overall tech efficiency score.

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