---
title: Charityvest for Workplaces Reviews
meta_title: 'Charityvest for Workplaces Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Charityvest for Workplaces works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 6
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Vertical Industry
  url: https://www.g2.com/categories/vertical-industry
---

# Charityvest for Workplaces Reviews
**Vendor:** CharityVest  
**Category:** [Grant Management Software](https://www.g2.com/categories/grant-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 6
## About Charityvest for Workplaces
Giving can be complicated and filled with unnecessary fees and steps, creating a burden for businesses, individuals and charities. Charityvest was founded in 2016 on the belief that generosity doesn’t have to be hard and should be an enjoyable experience. Our platform gives all employees tax-deductible giving accounts, unlocking charitable matching, reporting, administration for companies. Learn more at www.charityvest.org/workplace-giving.




## Charityvest for Workplaces Reviews
  ### 1. Great customer service for a top notch service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rebecca L. | Product Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 29, 2022

**What do you like best about Charityvest for Workplaces?**

Charityvest makes it easy to submit donations to charities and is more than willing to help when things go wrong.

**What do you dislike about Charityvest for Workplaces?**

There is nothing at this time that I dislike about the company.

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

They handle all the complications that go into donating to charities. My payment information is in one place. I can make donations to multiple charities in 5 minutes or less. They handle getting the donation to the organization. It's overall so much easier to make donations.

  ### 2. Good product hold companies accountable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Simone R. | Marketing Consultant, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 21, 2022

**What do you like best about Charityvest for Workplaces?**

It makes it easy to hold company accountabl

**What do you dislike about Charityvest for Workplaces?**

I don't have any dislikes. I use the software from time to time.

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

Helps me choose a company I want to donate to

  ### 3. CharityVest is great!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiffany M. | People Operations, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 14, 2022

**What do you like best about Charityvest for Workplaces?**

The ease of finding a charity to invest in

**What do you dislike about Charityvest for Workplaces?**

So far so good, no complaints. Easy to navigate

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

Being able to invest in a good cause without having to think much about it

  ### 4. donate and get company match on donation amount to charities using this app

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** September 07, 2022

**What do you like best about Charityvest for Workplaces?**

I like the ease of transferring funds securely through this app.

**What do you dislike about Charityvest for Workplaces?**

There are designated pre-assigned organizations. If you can't find the organization you want to donate to in their inventory, you are out of luck. There is absolutely no channel for communication from organization to the donatee.

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

The ease and access to non-profits that are seeking a donation.

  ### 5. Great, easy system for personal and company-matched donations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 28, 2021

**What do you like best about Charityvest for Workplaces?**

Charityvest makes it very simple to find charities to donate to and have your company match that donation. I can easily find a local charity, donate my own money, or money allowed to me by my company, and have that matched.

**What do you dislike about Charityvest for Workplaces?**

There really isn't anything to dislike about this system. Everything about donating to charities and causes is made significantly simpler by using this all in one platform.

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

With previous companies, there can be a lot of paperwork and manual labor associated with finding, donating, and submitting paperwork for donation matching. Chartiyvest makes this an entirely streamlined process where everything can be handled from one step-by-step process.

  ### 6. Simple and Impactful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Samantha D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 20, 2020

**What do you like best about Charityvest for Workplaces?**

CharityVest was easy to set up for our company. Working with the CharityVest team was a highlight - our questions were answered quickly and the customer service was excellent. CharityVest makes it easy to give back to the communities that our team members value. We are able to match our employees donations as well. I highly recommend the platform for your company's CSR/charitable giving efforts.

**What do you dislike about Charityvest for Workplaces?**

We love it so far and have no negative comments on our experience at this time.

**What problems is Charityvest for Workplaces solving and how is that benefiting you?**

We are using Charityvest to match our employees' donations. Our team members appreciated that LTSE is committed to partnering with the team in contributing to the financial success of a charity of their choice.


## Charityvest for Workplaces Discussions
  - [What is Charityvest for Workplaces used for?](https://www.g2.com/discussions/what-is-charityvest-for-workplaces-used-for)

- [View Charityvest for Workplaces pricing details and edition comparison](https://www.g2.com/products/charityvest-for-workplaces/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-18+17%3A30%3A48+-0500&secure%5Bsession_id%5D=5d974e41-1084-4a39-ac53-2ca3c1784e8c&secure%5Btoken%5D=558d364117f3997edf61c526d995ce5f6888fa34edbc276e0801f3cee546b84b&format=llm_user)

## Charityvest for Workplaces Features
**Proposal Management**
- Form Building
- Review Tools
- Grantee Portal
- Attachments
- Task Management

**Fund Tracking**
- Disbursements
- Grant Allocations
- Email Notifications

**Impact & Outcomes**
- Program Evaluation
- Data Analytics
- Ad Hoc Reporting
- Dashboards

**Grant Prospecting**
- Funder Lists
- Automated Responses

**Compliance**
- Eligibility Screening
- Auditing

**Integrations**
- Fund Accounting
- Donor Management

## Top Charityvest for Workplaces Alternatives
  - [Bloomerang CRM](https://www.g2.com/products/bloomerang-crm/reviews) - 4.6/5.0 (890 reviews)
  - [Benevity](https://www.g2.com/products/benevity/reviews) - 4.7/5.0 (177 reviews)
  - [Millie](https://www.g2.com/products/millie/reviews) - 4.8/5.0 (170 reviews)

