Give the Power of Good.
Keep Custody of the Funds.
Charitable giving is a key aspect of financial wellness. Provide robust philanthropic options and control to your clients while retaining non-granted assets.
Keep Contributions in Your Ecosystem and Grow AUM
Provide an entirely new business line while most assets remain within your bank until they are granted to the recipient charity. We maintain an omnibus account with you that uses the GVNG platform to manage all transactions by your clients.
Enterprise-Level Technology & Security (SOC 2)
Built on a tested and scalable architecture that supports financial institutions with millions of accounts. We conduct regular AICPA Service Organization Control 2 (SOC 2) audits and are compliant at the highest level.
Fully Digital Turn-Key Solution
Provide your clients a fully digital experience integrated with your systems including your branding. All back-office support and compliance are managed by us.
Complete Your Clients Financial Picture with Personal Charitable Accounts
Boost Clients Happiness
Research has shown that those who give regularly to charity feel more joy, satisfaction, and contentment in life. Even if client’s initial motivation was to get a tax benefit, they may find their mood lifted and a sense of gratification from giving that may pass along to your brand.
Reduce Taxable Income and Tax Rate
Donating to charity can be an effective way to reduce tax liabilities. When your clients contribute to their GVNG Wallet, they may be able to reduce their taxable income by up to 50 percent in some cases and if their income is near the next tax bracket it may provide benefits substantially at tax time.
Provide Flexibility & Choice
Clients can contribute flexibly and receive the income-tax deductions when the account is funded and then distribute the funds over time. Data and profiles on over 1.6 million U.S. registered charities help clients research and donate to the causes they care about. The account may also be given to a named successor.