Generosity with the ease of technology
B Charitable allows donors to contribute to your fund, choose an investment option, grant to charities, and include your community all in about 5 clicks
How it works
Start a Donor Advised Fund
With just a few clicks, you can set up your own donor advised fund, make a tax-deductible donation, and request grants to the public charities you are most passionate about.
Make Charitable Contributions
Make contributions via credit card, ACH transfer, or through appreciated assets including Crypto and Stock. Receive a charitable contribution receipt immediately upon contributing to your donor advised fund.
Invest your way
Choose from one of four investment pools (Conservative, Moderate, Growth, or Values aligned) based on your goals and risk profile OR have your financial advisor manage the investments in your fund for you.
Make a Grant to Charity
With just a few clicks, request a grant directly from your donor advised fund to any of the more than 1.4 million public charities registered with the IRS.
Share with friends
Create and share crowdfunding campaigns with your family, friends, colleagues, and social network. Then, monitor progress on your personal dashboard.
A model for everyone
Freemium Model
- No account minimum required
- Easy contributions with cc, debit card, ACH transaction, crypto, appreciated stock (3rd party transaction fees may apply)
- Submit easy grant requests online or through the app to more than 1.4M public charities
- Set and achieve charitable giving goals through one-time or recurring contributions                                                                                                                                                    Â
Investment Pool Model
- All the features of the Freemium Model
- Invest the balance of your fund in one of 4 managed investment portfolios: conservative, moderate, aggressive, or values-based
- Adjust investment strategy based on your long and short term giving goalsÂ
- $10 monthly minimum calculated and collected quarterly.
- 0.5% annual fee calculated and collected quarterly                                                                                         Â
Independent Advisor Model
- All the features of the Freemium Model
- Separate giving wallet and investment fund to facilitate both short term and long term giving goals
- Nominate a Registered Investment Advisor to invest the assets held in your fund   Â
- $25 monthly minimum calculated and collected quarterly.  Â
- 0.5% annual fee calculated and collected quarterly                                                                                Â
So that your funds are always safe & secure