Who is B Charitable For?
Anyone who wants to be charitable should be able to do so. That’s why I’ve made it my mission to offer the B Charitable platform, and the functionality of a donor advised fund, to individuals, Financial advisors, and businesses. It’s now easier than ever to make charitable donations to the causes you care about and I couldn’t be more proud.
- Set and accomplish charitable giving goals with one-time or recurring contributions.
- Invite your network to support your favorite causes with crowdfunding campaigns.
- Grow your fund over time with investments and leave a charitable legacy.
- Manage clients’ charitable giving accounts and retain/grow AUM.
- Strengthen client relationships by providing more complete, expert financial advice.
- Utilize charitable giving as a diversification tool and save clients capital gains tax.
- Create a corporate culture of giving, and increase employee engagement with your giving program.
- Match employee contributions to charities or causes they care about.
- Easily manage ESG giving, and align your mission with ESG-compliant organization.
Anyone who wants to be charitable should be able to do so. That’s why I’ve made it my mission to offer the B Charitable platform, and the functionality of a donor advised fund, to individuals, financial advisors, and businesses. It’s now easier than ever to make charitable donations to the causes you care about and I couldn’t be more proud.
See what our users have to say
GENEROSITY IN ABUNDANCE
“B Charitable feels like it’s bringing giving into the 21st century”
LC and her husband believe that it is important to teach their children the value of giving back and B Charitable is helping them do that by bringing the world of charitable giving straight to their phone. This all in one giving platform makes it easy to incorporate generosity into their routine.
A SMARTER WAY TO GIVE
“I would recommend B Charitable because of it’s simplicity”
As someone that has worked in the finance and non-profit worlds for over a decade, Stephen understands the pain points of both giving and receiving charitable donations. B Charitable has allowed him to simplify his personal giving through an all-in-one platform, and still grant funds to the charities he supports whenever it makes most sense for them to receive those funds.
GIVING BACK MEANS MORE
“You can set goals as a family and then at the end of the year you have all your documents in one place.”
Katherine and her husband have made generosity a big part of their family and they want to teach their kids that when you give back it is a way to not only help others, but a way to bring meaning and purpose to the hard work that you do in life. B Charitable has given them a way to not only give to as many charities as they want to support, but it has simplified the process so that everyone can be a part.
What are you waiting for, world-changer?
It’s time to B Charitable. Set up your own personal giving fund in just a few clicks.
DISCLAIMER: The material on this site has been prepared for informational purposes only. It is not intended to provide, and should not be relied on as legal, tax, accounting, investment, financial or other advice. You should consult your own professional advisors before engaging in any transaction.