PLATINUM2022

Charityvest

The personal giving account, for everyone.

Atlanta, GA   |  https://www.charityvest.org

Mission

Unlock your impact with a personal giving account from Charityvest, the modern donor-advised fund for everyone.

Ruling year info

2016

Co-Founder and CEO

Stephen Kump

Main address

75 5th Street NW Suite 2200

Atlanta, GA 30308 USA

Show more contact info

EIN

81-2771871

NTEE code info

Other Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (T99)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2020 and 2019.
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Communication

Blog

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

We believe that generosity is a part of every human heart. Generosity has a powerful influence: it accelerates human connection, mitigates isolation and self-absorption, and diffuses conflict. People give as a means to write a story about what their life — to declare their relationship to what’s true, beautiful, and good — but giving competes with all the other means in life to do so.

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Digital Giving Platform

Powering everyday philanthropy.

Population(s) Served
Adults

Where we work

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of donor-advised funds

This metric is no longer tracked.
Totals By Year
Related Program

Digital Giving Platform

Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

Generous people, who give freely and often, impact the world. And generous people working on making an impact need generous donors to support their work. Charityvest catalyzes generosity by making giving simple for every donor and recipient. We give donors a delightful experience of giving that forms habits of giving behavior. Giving is for everyone, and Charityvest seeks to empower every American with the tools to be generous, increasing giving as a percentage of GDP above 3%.

Charityvest began with a vision to make donor-advised funds (DAFs) available to everyone for free.

The venture was first envisioned by Stephen Kump at Yale University in 2016 where he was an MBA student at the time. He and his wife made a commitment to give a percentage of their income away, and wanted a donor-advised fund to manage all their giving, but the fees and experience of traditional DAFs didn’t make sense for them or their friends.

Instead, Charityvest has simplified the fund experience, making it easy to sign up in three minutes and give cash, stock, or crypto to 1.4 million US charities. The fund no fees on its Basic (uninvested) account, and the lowest fees in the industry on invested accounts.

*Fees as of September 1, 2021.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We demonstrated a willingness to learn more by reviewing resources about feedback practice.
done We shared information about our current feedback practices.

  • Who are the people you serve with your mission?

    We consider both donors and nonprofits as key stakeholders in our mission.

  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To strengthen relationships with the people we serve, To understand people's needs and how we can help them achieve their goals

  • Which of the following feedback practices does your organization routinely carry out?

    We aim to collect feedback from as many people we serve as possible, We take steps to ensure people feel comfortable being honest with us, We look for patterns in feedback based on people’s interactions with us (e.g., site, frequency of service, etc.), We act on the feedback we receive

  • What challenges does the organization face when collecting feedback?

Financials

Charityvest
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Charityvest

Board of directors
as of 01/24/2022
SOURCE: Self-reported by organization
Board chair

Stephen Kump

Calvin Edwards

Blair Cunningham

Brittan Berry

Heather Grizzle

Mark Parker

Paul Glyer

Organizational demographics

SOURCE: Self-reported; last updated 10/13/2021
info Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male, Not transgender (cisgender)
Sexual orientation
Heterosexual or straight
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data