Sustainvest helps individuals and families develop thoughtful charitable-giving plans while professionally managing the investments within their donor-advised funds. We use sustainable and responsible investment strategies designed to better align your charitable assets with your values—so the money set aside for future giving can be invested in a way that complements your philanthropic goals.
Through DAFgiving360 (formerly Schwab Charitable), clients receive support with fund administration, charitable receipts, grant processing, recordkeeping, and applicable tax reporting, including the sponsoring charity’s Form 990. We can also help you create a long-term gifting strategy, involve your family in charitable decisions, and recommend grants to the nonprofit organizations and causes that matter most to you.
Our customary minimum for donor-advised fund investment-management services is $200,000.
