Mission: THE MISSION OF CHARITYVEST IS TO CATALYZE GENEROSITY BY MAKING GIVING SIMPLE FOR EVERY DONOR AND EVERY CHARITY.

Charityvest Inc. is a 501(c)(3) organization, with an IRS ruling year of 2016, and donations are tax-deductible.

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Contact Information

  www.charityvest.org

  75 5TH ST NW STE 2200
Atlanta GA 30308-1038



...  ...  ...  ...  

Encompass Rating System by Charity Navigator


Overall Score

Not Currently Scored

Encompass Scores are calculated from one or more Beacon Scores. Currently, we require either a Finance & Accountability Beacon, or an Impact & Results Beacon, to be eligible for an Encompass Score. See below to learn why this organization is not eligible.

  • This organization is ineligible for a Finance & Accountability score. Find out why.

  • This organization is ineligible for a Impact & Results score. Find out why.


Learn about the Encompass Rating System: Overview | FAQ | Release Notes

Next: Impact & Results

...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

Not currently scored

This organization cannot be evaluated by our Encompass Rating methodology due to only having one year of electronically-filed IRS Form 990 data.


To ensure year-to-year consistency the Encompass Rating System’s Finance & Accountability beacon analyzes the three-year average of some data provided through the IRS 990.
Charity Navigator currently only has one year of consecutive e-filed Forms 990 from the IRS for Charityvest Inc. under the EIN: 81-2771871.
Before Charity Navigator can evaluate this organization, Charityvest Inc. will need to e-file for additional fiscal years.


Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated this organization.


Back to Overall

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



STEPHEN KUMP, CHAIRMAN

$0


CALVIN EDWARDS, SECRETARY

$0


MARK PARKER, TREASURER

$0


BLAIR CUNNINGHAM, DIRECTOR

$0


NATE WONG, DIRECTOR

$0


Source: IRS Form 990 (page 7), filing year 2019

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Activity data not reported from the IRS


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Charityvest Inc. reported being impacted by COVID-19 in the following ways:
  • Revenue

  • Balance Sheet


How COVID-19 impacted the organization's operations financially:

Donations flattened in Q2 2020. We saw an uptick at the end of the year.


How COVID-19 impacted the organization's delivery of programs:

It didn't affect our exixting program offerings.


How this organization adapted to changing conditions caused by COVID-19:

We shifted to launch workplace giving programs.


Innovations the organization intends to continue permanently after the pandemic:

Workplace giving options.


Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Charityvest Inc. cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.


Back to Overall

Additional Information

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Largest Programs

Largest Programs



Charityvest Inc. reported its two largest programs on its FY 2019 Form 990 as:


$149,433

Spent in most recent FY

100%

Percent of program expenses


ADVANCE AND IMPROVE CHARITABLE RESOURCE DEPLOYMENT AND BE A SPONSORING ORGANIZATION FOR DONOR ADVISED FUNDS. THIS INCLUDES DEVELOPING AND MAINTAINING AN ONLINE PLATFORM FOR CHARITABLE GIVING TO MEET T ... (More)


$0

Spent in most recent FY

0%

Percent of program expenses


PROVIDE EDUCATION AND DISSEMINATE DECISION-RELEVANT INFORMATION TO DONORS VIA THE ONLINE PLATFORM AND MORE BROADLY, INCLUDING PLANS TO FACILITATE THE GATHERING, SYNTHESIZING, AND COMMUNICATION OF INFO ... (More)


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Charityvest Inc. is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


THE MISSION OF CHARITYVEST IS TO CATALYZE GENEROSITY BY MAKING GIVING SIMPLE FOR EVERY DONOR AND EVERY CHARITY.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Increase the % of GDP that is charitable giving from ~2% to ~3%.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Grow our donor-advised fund capabilities for any donor to donate cash or assets from any source to any charity within legal boundaries.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Two: Launch pledge program to grow lifetime donor giving commitments to $5B dollars over the next 12 months.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: Grow charitable DAF assets to $100M and deliver another $100M through our DAFs to charities over the next 12 months.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


What has gotten in the way of your oganization pursuing this investment?

Our organization does not have staff. It is served entirely by the board of directors as an independent governing body over the charitable activity carried out by the Charityvest platform.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

What are this organization’s external mobilizaton efforts?

Publish articles, promote content through advertisements, present and participate in conferences, and support workplace giving programs.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


With the cultural reverberations from COVID-19 and George Floyd, we saw an opportunity to grow giving through the desire for workplaces to empower their employees with giving options. We supported the launch of a workplace giving program in August of 2020 that enabled any company to give their employees a charitable giving account and partner with their employees' giving with automatic charitable matching.

Source: Nonprofit submitted responses

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

Not Currently Scored

Charityvest Inc. is currently not eligible for a Culture & Community score because we have not received its Constituent Feedback or Diversity, Equity, & Inclusion data. Nonprofit organizations are encouraged to fill out the How We Listen and Equity Practices sections of their Candid profile.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.


Back to Overall

Culture & Community Report

Unscored

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Diversity, Equity, & Inclusion


This organization has not provided information regarding the diversity, equity and inclusion (DEI) practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback

Not Scored


This organization reported that it is collecting feedback from the constituents and/or communities it serves. However, it did not respond to one or more survey questions, and therefore is not eligible for a score on this metric. (View our beacon methodology.) Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.


View this organization's Constituent Feedback Practices




Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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