Smarter giving Made Easy for Advisors
Helping Advisors Become Heroes
GivingIQ helps advisors incorporate charitable planning and save time executing gifts of securities.
Incorporate charitable planning
Our Advisor Playbook for Non-Cash Giving explains popular ways to make tax-advantaged gifts of assets.
Download our Guide for AdvisorsStock gifting made easy
We save advisors time and hassle when donating securities for clients. We’ll provide transfer instructions, inform the recipient and send you the receipt - all at no cost to you or the donor.
Find a nonprofitHow It Works
Get DTC transfer instructions for any nonprofit in under two minutes.
Step 01
Select from 1.5 million Nonprofits
Step 02
Complete a short form
Step 03
Receive DTC stock transfer instructions
Step 04
We will process the gift and send you the receipt
How we help advisors
A Guide to Charitable planning
With the great wealth transfer, more than $10 trillion will be earmarked for charitable giving. Consequently, the need for charitable planning guidance is exploding.
While 85% of advised clients expect charitable giving guidance, only 28% say they receive it (Fidelity 2025).
To bridge this gap, GivingIQ offers advisors a guide to non-cash giving and a playbook for executing those strategies. We’ll show you how to leverage philanthropy to deepen client relationships and build your practice.
An Easier Way to Initiate stock gifts
For decades, stock gifting was a burden for advisors. The process of requesting DTC transfer instructions, specifying the details of each gift, confirming delivery and requesting a tax receipt was painstaking and time-consuming.
GivingIQ simplified the process to save advisors countless hours of busy work. In just 2 minutes you can obtain stock transfer instructions to support ANY nonprofit in good standing. On your behalf we’ll notify the recipient, process the gift and send you the receipt – all at no cost.
We Do the Heavy Lifting
We will:
- Provide transfer instructions
- Inform the nonprofit
- Confirm when shares arrive
- Send gift receipt directly to you
Secure & Private
by Design
Security and privacy are paramount, which is why we designed GivingIQ to be robust at every step of the process. Learn more about the measures we take to keep your private information safe.
Additional Resources
Calculate the Savings
Show your clients their potential savings with our Tax Benefits Calculator
About GivingIQ
At the intersection of Fintech and Philanthropy, GivingIQ is on a mission to unlock billions in funding by making non-cash giving easy for donors, financial advisors and nonprofits. Building on its success as DonateStock, GivingIQ streamlines gifting of securities, Donor-Advised Funds (DAFs), cryptocurrencies, and Qualified Charitable Distributions (QCDs or IRA gifts).
GivingIQ also provides training, enablement and support to nonprofits of all sizes and is trusted by thousands of organizations, including the country's largest fundraisers.