Tech-Driven Donor-Advised Fund Solutions That Delight Donors
We offer multiple DAF solutions across audiences:
Donor-Advised Funds for Individuals, Private Foundations, and Companies
Premier donor-advised fund accounts offered in partnership with Charityvest, Inc.
Turnkey DAF programs for Wealth Managers
Launch a powerful, white-labeled DAF program with custom investments, no minimums, automated back office, and premier philanthropic services for even your most sophisticated clients.
Turnkey DAF Programs for Nonprofits
Offer your major donors a custom, modern tax-efficient DAF giving program under your brand, and feature your organization’s collective giving opportunities.
Enterprise Admin Software for DAF Sponsors
Power your donor-advised fund program with modern technology and industry-leading infrastructure, to drive operational efficiency and offer engaging client experiences.
Donor-Advised Funds for Individuals, Private Foundations, and Companies
Foundation Source now offers a modern, tech-forward DAF1 program to individual donors, workplaces, and private foundations. The program2 is serviced and administered by Charityvest, Inc.3 Key attributes of the program:
- Frictionless experience. An intuitive interface, automated transactions, availability of all 1.4M charities, and next-day electronic grant delivery make giving an enjoyable process.
- Innovative capabilities. Gift cards, collaborative giving tools, and impact investing capabilities allow for intention, creativity, and fun.
- Add a financial advisor. Seamlessly partner with a philanthropic or financial advisor for them to administrate the DAF. A financial advisor may also set the investment strategies.
Turnkey DAF Programs for Wealth Managers
Attract and retain clients by offering a DAF program as a seamless part of your firm4. Your custom DAF program includes:
- Fully branded. DAF platform and communications are custom-branded for your firm.
- Custom investments on all accounts. Build your own model portfolio with any stock or ETF. No account minimums.
- Earn advisory fees. Apply your investment advisory fees on accounts of any size. No account minimums.
- Paper less account opening. One click to open a new client DAF, with no client-facing paperwork required.
- Automated rebalancing. Fully-custodied SMA program rebalances client accounts against advisor models automatically.
- One login to manage all DAFs. Access real-time views of giving activity, assets under management, and investment positions.
Turnkey DAF Programs for Nonprofits
Serve your community of major donors by offering a world-class DAF solution4 as a meaningful part of your organization’s fundraising program. Your custom DAF offering includes:
- Fully branded. DAF platform and communications are custom-branded for your organization.
- Delightful donor experience. An intuitive interface, automated transactions, and next-day electronic grant delivery make giving enjoyable.
- Tax-free growth on DAF assets. Invite your donors to invest their DAF balances with Charityvest portfolios. No account minimums.
- Innovative ways to give. Collaborative giving tools allow for more creative donor engagement.
- Paperless account opening. One click to open a new donor DAF, with no donor-facing paperwork required.
- One login to manage all DAFs. Access real-time views of giving activity and assets under management.
Enterprise Admin Software for DAF Sponsors
Leverage world-class technology and industry-leading infrastructure to modernize your DAF program.
- Modern user interface included. Offer your donors a delightful giving experience with easy-to-use technology.
- Your desired custody. We can work with any asset management arrangement.
- Any investment arrangement. Accounting support for pools and separately-managed accounts.
- Back-office tools. Leverage our built-in tools for money movement operations and accounting.
- Program rules configurability. Configure custom rules into your workflow.
Foundation Source’s turnkey DAF solutions are offered in partnership with Charityvest, Inc.
Charityvest, Inc. is an public charity (EIN 81-2771871) and leading donor-advised fund sponsoring organization serving individual donors, wealth advisors, and workplaces. Its independent board of directors has partnered with Foundation Source to offer scalable DAF programs to broader audiences. In the partnership, Charityvest, Inc. sponsors the DAF programs and Foundation Source provides the scalable technology to power them.
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1. A donor-advised fund is a separately identified account that is maintained and operated by a section 501(c)(3) organization, and is not a registered investment company.
2. Contributions to The Foundation Source DAF Program are irrevocable contributions made to Charityvest, Inc., a 501(c)(3) public charity.
3. Charityvest, Inc. is a charitable organization described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”) and further qualifies as a public charity under Section 509(a)(1), 170(b)(1)(A), and 4966(d)(1) of the Code.
4. Turnkey DAF programs are sponsored and administered by Charityvest, Inc. and contributions within are irrevocable contributions to Charityvest, Inc. a 501(c)(3) public charity.