Stock Gifting Made Easy for Advisors
Like an express lane for advisors, GivingIQ saves valuable time when initiating gifts of stock. We provide transfer instructions, inform the nonprofit, and send you the receipt. Best of all, there are no cost or compliance issues.
How 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 send you the receipt
Stock gifts are time-consuming
We’re here to help nonprofits access new funding by enabling everyday investors to donate stock, DAF grants, Crypto and QCDs in minutes. While donors save big on taxes, nonprofits benefit from larger pre-tax donations, and everyone wins!
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.
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
Potential 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.