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Getting started & general questions
Getting started & general questions
How Charityvest works and how to get started with it
22 articles in this collection
Written by
Ashby Foltz
and
Jon Koon
How do I create a Charityvest account?
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.
Written by
Ashby Foltz
Updated over a week ago
What is two-factor authentication?
Written by
Jon Koon
Updated over a week ago
How does Charityvest differ from a “donor-advised fund” (DAF)?
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.
Written by
Ashby Foltz
Updated over a week ago
How do I add my bank?
Written by
Ashby Foltz
Updated over a week ago
What security measures do you employ?
Written by
Ashby Foltz
Updated over a week ago
Can I support a specific fund, project, missionary, or child through Charityvest?
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?
Written by
Ashby Foltz
Updated over a week ago
Is there a minimum donation amount, or minimum to open a fund?
Written by
Ashby Foltz
Updated over a week ago
Can I get money back out of my fund?
Written by
Ashby Foltz
Updated over a week ago
Can I invest the money in my fund?
Written by
Ashby Foltz
Updated over a week ago
How do I accept a charity gift?
Written by
Ashby Foltz
Updated over a week ago
Charityvest, Inc.'s Nonprofit Governance
Written by
Ashby Foltz
Updated over a week ago
Fees and Expenses
Written by
Ashby Foltz
Updated over a week ago
Are there any fees?
Written by
Ashby Foltz
Updated over a week ago
I can't find the organization I'm looking for in Charityvest.
Written by
Ashby Foltz
Updated over a week ago
How do I know if my favorite nonprofit is in your database?
Written by
Ashby Foltz
Updated over a week ago
I have a question that isn't in your Frequently Asked Questions.
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.
Written by
Ashby Foltz
Updated over a week ago
Can I donate furniture, clothing, or other used items?
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.
Written by
Ashby Foltz
Updated over a week ago