Leave your lasting mark
B Charitable allows for recurring contributions, provides fund tracking, and even gives you the ability to support the causes you care about.
Individuals
- 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.
Advisors
- 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.
Businesses
- 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.
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.