Getting started & general questions

How Charityvest works and how to get started with it

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22 articles in this collection
Written by Ashby Foltz and Jon Koon

How do I create a Charityvest account?

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Written by Ashby Foltz
Updated over a week ago

I'm having trouble logging in / resetting my password.

Check the e-mail address you entered to make sure it's the one used for your Charityvest account.
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Written by Ashby Foltz
Updated over a week ago

What is two-factor authentication?

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Written by Jon Koon
Updated over a week ago

How does Charityvest differ from a “donor-advised fund” (DAF)?

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Written by Ashby Foltz
Updated over a week ago

I want to change the name of my Personal Charitable Giving Fund to include my spouse's name / family name.

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Written by Ashby Foltz
Updated over a week ago

How do I add my bank?

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Written by Ashby Foltz
Updated over a week ago

What security measures do you employ?

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Written by Ashby Foltz
Updated over a week ago

Can I support a specific fund, project, missionary, or child through Charityvest?

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Written by Ashby Foltz
Updated over a week ago

I like that you have no transaction costs. Can I make donations through Charityvest without ever leaving money in my fund?

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Written by Ashby Foltz
Updated over a week ago

Is there a minimum donation amount, or minimum to open a fund?

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Written by Ashby Foltz
Updated over a week ago

Can I get money back out of my fund?

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Written by Ashby Foltz
Updated over a week ago

Can I invest the money in my fund?

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Written by Ashby Foltz
Updated over a week ago

How do I accept a charity gift?

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Written by Ashby Foltz
Updated over a week ago

Charityvest, Inc.'s Nonprofit Governance

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Written by Ashby Foltz
Updated over a week ago

Fees and Expenses

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Written by Ashby Foltz
Updated over a week ago

Are there any fees?

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Written by Ashby Foltz
Updated over a week ago

I can't find the organization I'm looking for in Charityvest.

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Written by Ashby Foltz
Updated over a week ago

How do I know if my favorite nonprofit is in your database?

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Written by Ashby Foltz
Updated over a week ago

I have a question that isn't in your Frequently Asked Questions.

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Written by Ashby Foltz
Updated over a week ago

Can I raise money for a person or cause through Charityvest?

Personal fundraisers like GoFundMe aren't possible through Charityvest.
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Written by Ashby Foltz
Updated over a week ago

Can I donate furniture, clothing, or other used items?

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Written by Ashby Foltz
Updated over a week ago

I'm in need of assistance.

Charityvest can't make assistance grants directly to individuals, but here's a resource on how to get help.
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Written by Ashby Foltz
Updated over a week ago