Strategic Ecosystem Partner
A tax-smart giving account to donate and manage cash, stock, and crypto to your favorite charities.
Org Type: Nonprofit Infrastructure
A tax-smart giving account to donate and manage cash, stock, and crypto to your favorite charities.
CharityVest is an accessible donor-advised fund (DAF) platform that makes strategic, tax-efficient giving simple for everyone. Donors contribute cash, stock, or crypto to their CharityVest account, receive an immediate tax deduction, and then recommend grants to any IRS-qualified charity over time. CharityVest handles all administration, receipting, and due diligence, while keeping fees low and transparent.
Contribution
Provides DAF account infrastructure, tax-deductible contribution processing (cash, stock, crypto), grant recommendation and disbursement services, annual tax receipts, and philanthropic advisory support. Helps Social Impact Rewards donors optimize timing of tax deductions and manage giving over multiple years.
Focus Areas
Broad charitable ecosystem across all cause areas including education, health, poverty alleviation, climate, arts and culture, and community development, reflecting the full nonprofit universe accessible through CharityVest DAFs.
Geographical Location
Primarily serves US-based donors giving to US-registered 501(c)(3) charities, with ability to recommend grants to many international organizations that qualify for US tax-deductible donations.
Alignment with SIR
CharityVest aligns with our goal of making strategic giving accessible and rewarding. By offering a simple, low-cost DAF platform, CharityVest enables Social Impact Rewards participants to give more thoughtfully, bunch deductions in high-income years, and direct grants to high-performing organizations identified through our cohorts and campaigns.
Contact
For partnership enquiries via Social Impact Rewards, contact hello@sirgiving.org and mention “CharityVest”. For account setup and donor support, visit charityvest.org or use their help center.
Website & links
Website: https://sirgiving.org