Yes, you can transfer some or all of your existing donor-advised fund to Charityvest.
If you haven't already done so, please create a Charityvest account. Then, make a grant recommendation from your existing DAF to Charityvest, Inc. (EIN: 81-2771871) for the amount you wish to transfer, up to your full balance.
In the grant notes, please include the e-mail address associated with your Charityvest account. We'll use this to assign your transfer to the correct Charityvest account.
We will process your transfer as soon as it is received from your DAF sponsor.
If you'd like us to walk you through the process, please reach out via chat and we'll be happy to help.
Learn more here.