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Charityvest
Product Name: Charityvest for Workplaces
Description: Charityvest is a donor-advised fund (DAF) platform that aims to simplify and streamline the process of charitable giving. They provide companies with tools and resources to manage their philanthropy. Their platform allows donors to contribute to their accounts online, track their giving history, and manage grants to various charities from one central location. Charityvest offers investment options for the funds in the donor-advised accounts. This allows the contributions to potentially grow over time, increasing the impact of the donor’s giving. Charityvest works with a wide range of nonprofit organizations, allowing donors to support their preferred causes. They provide access to a database of eligible charities, making it easier for donors to discover and support organizations aligned with their philanthropic goals. Charityvest provides reporting tools and insights to help donors understand the impact of their giving. This includes tracking grant distributions, charitable causes supported, and the overall effectiveness of their philanthropy.
Headquarters: Atlanta, United States
Number of Employees: 1 to 10
Size of Client Base: 1 to 100
Size of Organization: Medium
Year Founded: 2019
R&D Investment: 1M to 4.9M USD
Fee Structure: Monthly payment, Subscription, Volume or usage
Nonprofit Database:
1
Nonprofit Profile Overview:
0.5
Nonprofit Partner Request:
0
Nonprofit Search:
1
Nonprofit Access:
0
Company Foundation:
1
In-Kind Donations:
0
Gift Cards:
1
Payroll Deductions:
0
International Giving & Matching:
0.75
Disaster Response – External:
0.75
Disaster Response – Internal:
0.5
Automatic Matches:
1
Match Optimization:
1
Thresholds:
0.75
Processing & Distribution:
1
Vetting:
0.75
Fundraising Pages:
0.75
Funding Status Notifications:
1
Giving Profile:
1
Recognition and Reward:
0
Checks and EFT Deposits:
1
Direct Payment:
1
Fees:
1
Disbursement Cadence:
0.75
Payment Options:
1
Admin Self-Service:
1
Crypto:
1
Dashboards:
0.5
Data & Exports:
1
Future Forecasting:
0
Real-Time Reporting:
1
Tax Information:
1
Mapping to UN SDGs:
0.25
Workflows:
0
Comms (Internal):
Comms (External):
Sharing (Internal):
Sharing (External): Available
Access: URL
Automation: Form Auto-Population, Notifications, Workflows
Error Identification: Native Error Support
Look & Feel:
Search:
Compatibility: Linux, macOS, Windows
Deployment: Cloud (SaaS)
Global Configuration: Multi-Site, Single Entity
Global Localization:
Global Languages: English
Integration:
Admin Levels: Administrator
GDPR: Compliant
CPPA (Consumer Privacy Protection Act): Compliant
Privacy – Other: None
Number of Support Centres: (1)
Support Centre Locations: United States
Server Locations:
Support Levels: Client Admin
Support Languages: English
SLA: 1 business day
Administrator Support Methods: Online (Email), Online (Live Chat)
Customer Service Support Methods: Online (Email), Online (Live Chat)
Training Methods: Online (Self-paced)
Value-Add Services: Complex asset donations, donor-advised fund accounts
Implementation Time: Less than 1 month