#28 in Finance & AccountingUpdated 2026-08

Charityvest

by Charityvest · Donor-advised fund accounts with no minimums and low fees

34.2 — BenchRank score out of 100

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Overview

Charityvest is a donor-advised fund account for US donors. You contribute cash, stock, crypto or complex assets, take the tax deduction on receipt, optionally invest the balance in passive index ETF portfolios, then grant to any of 1.4m US charities, anonymously if preferred. Contributions are reported on one annual tax receipt.

Best for: Individual US donors who want a donor-advised fund with no minimums and low, flat fees.
Pricing: The uninvested account has no administrative fee; adding investing costs 0.60% a year with a $100 minimum, plus 0.05%–0.11% investment expenses.
Runs on: Web

Strengths and trade-offs

Strengths

No administrative fee on the uninvested account
$0 minimum to open; $15 minimum contribution and grant
Accepts cash, stock, crypto and complex assets
Community Funds let donors pool capital for grants

Trade-offs

Grants limited to US charities (1.4m listed)
Investing the balance costs 0.60% plus a $100/year fee minimum
Workplace giving is priced separately and not shown
Investment choice is limited to the provider's ETF portfolios

Pricing

Published plans from Charityvest’s own pricing page, in USD. Usage charges and add-ons may apply on top.

Charityvest pricing tiers, monthly rates in USD
Plan	Monthly	Includes
Charityvest	—per account	No administrative fees, no fee minimum $0 minimum contribution to open 0% transaction fees Stock/equity, crypto and more accepted
Charityvest + Investing	—per year on balance	0.60% administrative fee, $100/year fee minimum 0.05%–0.11% investment expenses Low-cost passive index ETFs Tiered fees for larger balances

How this score is made up

Each dimension is scored out of 100 and combined into the headline score using fixed weights.

MCP support: 80 out of 100
API quality: 0 out of 100
Documentation: 0 out of 100
Agent friendliness: 30 out of 100
Pricing transparency: 65 out of 100
Changelog: 0 out of 100
Marketing site structure: 50 out of 100
Operational trust: 60 out of 100

Measured, but not part of the score

Useful to know, but not a mark for or against the product — so these do not affect the ranking.

Openness: 0 out of 100

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