Charityvest

What Charityvest does

Charityvest operates a digital donor-advised fund (DAF) platform that enables individuals, wealth managers, and institutional clients to make tax-deductible contributions to a single account and recommend grants to US nonprofits over time. Founded in 2019 and headquartered in Atlanta, Georgia, the platform supports cash contributions as well as complex-asset donations and legacy planning, with a mobile application extending accessibility for individual donors. The company serves three principal customer segments: high-net-worth individuals and wealth managers (the primary segment, where average contributions exceed $100,000), educational institutions seeking branded DAF programs for alumni and supporters, and individual donors accessing the platform directly.

Following its October 2024 acquisition by Foundation Source, Charityvest operates as part of a larger philanthropic infrastructure provider's digital DAF ecosystem. Foundation Source's ownership provides back-office capabilities and institutional distribution channels, evidenced by the November 2025 launch of a branded DAF program with Temple University. Revenue is generated primarily through management fees on assets under management within donor-advised funds; the platform reported $224.6 million in AUM (2025, up 84% year-over-year) and a 118% payout rate, which substantially exceeds the 25.3% industry average and indicates that the vast majority of contributed capital reaches charities rather than the sponsor.

Charityvest's go-to-market is anchored by B2B partnership channels — particularly wealth-manager relationships that drive high-value contributions and institutional partnerships such as Temple University — supplemented by direct digital platform access for individual donors. Capital history includes a Y Combinator investment in 2020, a $2.3M round in late 2020, and a $2.2M seed in April 2022 led by Duro Ventures. The company's lean headcount (1–10 employees) and the board appointment of Lisa Dalberth in December 2025 suggest a deliberate posture of operational leverage through the Foundation Source parent rather than organic scaling.

Name

Charityvest

Legal name

Charityvest

Website

https://charityvest.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Charityvest operates a digital donor-advised fund platform enabling individuals, wealth managers, and educational institutions to make tax-deductible charitable contributions and recommend grants to US nonprofits from a single account.

Ownership category

akta.pro rank

Product category

Donor-Advised Fund Platform

NAICS

Grantmaking Foundations (813211), Other Grantmaking and Giving Services (813219)

SIC

Finance Services (6199)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Donor-advised funds
• Charitable giving platform
• Philanthropic giving software
• Tax-deductible donations
• Grantmaking platform

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales

Revenue model

1. Donor-Advised Fund Management Fees: Charityvest earns revenue through fees on assets under management within donor-advised funds, with a payout rate of 118% indicating grants to charities significantly exceed fees charged
2. Platform Services (Post-Acquisition): Following October 2024 acquisition by Foundation Source, Charityvest operates as part of Foundation Source's digital platform ecosystem, likely generating revenue through integrated DAF services

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

Charityvest operates a digital donor-advised fund platform that lets individual donors make tax-deductible contributions to a single account and then recommend grants over time to U.S. nonprofits. The platform supports complex non-cash assets, legacy and estate planning, and is accessible via web and mobile, with distribution through wealth-manager and institutional partnerships.

Product overview

Charityvest operates as a donor-advised fund (DAF) sponsor platform that facilitates charitable giving. The core platform enables donors to make tax-efficient charitable contributions, manage grantmaking to nonprofits, and engage in legacy planning. After its acquisition by Foundation Source in October 2024, Charityvest continues to operate its platform, which now includes features for complex asset contributions and legacy planning. The platform partners with institutional clients like Temple University to offer branded DAF programs.

Differentiator

Problem solved

Functional benefit

Products and services

• Charityvest Donor-Advised Fund Platform A digital donor-advised fund platform that enables individual donors to make tax-deductible charitable contributions to a single account, receive an immediate tax deduction, and recommend grants over time to U.S. nonprofits. Includes support for complex non-cash assets and legacy/estate planning, and is distributed via web, mobile, wealth-manager partnerships, and branded institutional programs.

Quantifiable outcome

• 118% payout rate (vs 25.3% industry average)
• +3 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered flagship and core.

• Temple UniversityflagshipStrategic or Co-development Partner · 1 November 2025Temple University launched a branded donor-advised fund program in partnership with Foundation Source and Charityvest. The initiative enables Temple supporters to make tax-efficient charitable contributions and establish legacy planning, leveraging Charityvest's platform capabilities within the Foundation Source ecosystem.
• Foundation SourcecoreOEM/ Whitelabel/ Licensing Partner · 1 October 2024Foundation Source acquired Charityvest in October 2024, integrating Charityvest into Foundation Source's digital DAF platform ecosystem. This acquisition positions Charityvest as part of a larger philanthropic infrastructure provider, expanding distribution capabilities and platform resources.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Fidelity Charitable: The largest donor-advised fund sponsor in the US. Operates the same core model as Charityvest — receiving contributions, granting immediate tax deductions, and recommending grants to charities over time — but at vastly greater scale and with deep integration into Fidelity's brokerage platform.
• Schwab Charitable: A leading DAF sponsor tightly integrated with Schwab's wealth management platform. Competes directly with Charityvest for HNW donor dollars and wealth advisor recommendations, particularly in the wealth-manager channel that Charityvest credits for its growth.
• Vanguard Charitable: An independent DAF sponsor affiliated with Vanguard. Targets the same HNW and mass-affluent donor base as Charityvest, with a low-fee positioning that directly pressures Charityvest's fee structure.
• National Philanthropic Trust: One of the largest independent DAF sponsors in the US, offering donor-advised funds, pooled income funds, and charitable gift annuities. A direct, like-for-like competitor in the HNW donor-advised fund segment.
• Daffy: A digital-first donor-advised fund platform targeting everyday donors. Closest positioning analog to Charityvest in terms of mobile-first product experience and modern UX, though focused on smaller recurring contributions rather than HNW wealth-manager-driven flows.

Emerging players

• Chariot: A newer digital charitable giving platform offering donor-advised fund functionality with a modern, mobile-first UX. Overlaps with Charityvest's product positioning but at an earlier stage and smaller scale.

Broad incumbents

• BNY Mellon Charitable Gift Fund: A donor-advised fund offered within BNY Mellon's wealth management franchise. Competes with Charityvest for HNW and institutional donor relationships, but as part of a much larger custodian bank rather than a specialist DAF sponsor.
• Merrill Lynch Charitable Gift Fund: A DAF program operated within Merrill Lynch's wealth management platform. Comparable to Charityvest's HNW wealth-manager channel but with the distribution, brand, and balance-sheet advantages of a bulge-bracket brokerage.

Others

• Foundation Source: Charityvest's parent company following the October 2024 acquisition, and a leading provider of private foundation administration services for HNW individuals and families. Adjacent rather than directly competitive, but now directly tied to Charityvest's strategic direction.
• Donorbox: A widely used online donation platform for nonprofits, not a DAF sponsor. Adjacent to Charityvest in charitable-giving infrastructure and a potential partnership or competitive point at the donor-acquisition layer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/charityvest
• LinkedInlinkedin.com/company/charityvest

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds5 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Charityvest