Stock Gifting Made Easy for Advisors
Like an express lane for advisors, DonateStock saves valuable time when initiating gifts of stock. We provide transfer instructions, inform the nonprofit, and send you the receipt. Best of all, there is no cost or compliance issues.
How it Works
Get DTC transfer instructions for any nonprofit in under two minutes.
Select from 1.5 million Nonprofits
Complete a short form
Receive DTC stock transfer instructions
We will send you the receipt
The Challenge
Stock gifts are time-consuming
Stock gifts can take hours to facilitate. With DonateStock, it only takes two minutes!
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The Solution
Smarter charitable giving, made easy
Gifting appreciated stocks, ETFs and mutual funds enables donors to do good while harvesting tax-free gains. We help advisors save time serving their clients.
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We Do the Heavy Lifting
We will:
Provide transfer instructions- Inform the nonprofit
- Confirm when shares arrive
- Send gift receipt directly to you
Additional Resources
Read Stock Gifting Challenges and Solutions for Financial Advisors (Bloomberg Tax)
Get answers to Frequently Asked Questions about our platform
Show your clients their potential savings with our Tax Benefits Calculator
Contact Us. Our team is here to help with questions about stock donations.
Security You Can Trust
DonateStock is the market leader in facilitating stock gifts for nonprofits, donors, and financial advisors. Our platform was built with security and privacy in mind.
- Policy-driven security governance
- 2FA, firewall, and DDoS protection
- Regular vulnerability assessments / penetration testing
- We never sell or share data
Donate stock to maximize savings
See an example of how donors can save big by donating stock (assuming $2000 cost basis)
*Disclaimer: We do not provide tax advice. This is informational only. Please speak to a tax professional.
About DonateStock
DonateStock is transforming charitable giving by making stock gifting easy and accessible for all donors and nonprofits. With our stock gifting Easy Button we’ve made it easy for nonprofits to solicit and accept stock donations. When supporters donate stock, they can avoid capital gains tax on stock gifts while deducting the current value of the stock donation—resulting in substantial tax savings for them and larger gifts for your nonprofit. When you accept stock donations, everyone wins.