The Charityvest Guide
  • Welcome to Charityvest 👋
  • About Donor-Advised Funds
  • For Donors
    • Getting Started
      • Open an Account
      • Make a Contribution
      • Activate Investing
        • Impact investing
      • Grant to Charity
        • Tips for finding a specific charity
        • Philanthropic advisory
        • International Grantmaking
      • Check Grant Status
      • Schedule Future Giving
      • Send a Gift Card
      • Add Beneficiaries
      • Set a Giving Goal
    • Gifts We Accept
      • Cash
      • Stocks & ETFs
      • Crypto
      • DAF Transfers
      • Complex Assets
      • Other Ways to Donate
    • Our Portfolios
    • Our Fees
    • Philanthropic services
    • Invite Friends, Invest Free
    • Tax Matters
    • For Financial Advisors
  • COMMUNITY FUNDS
    • About Community Funds
    • Fund Managers
    • Community Fund Setup
      • Community Fund Policies
      • Community Fund Settings
      • Community Fund Design
        • Grantmaking Process: Examples + Inspiration
    • Donate to a Community Fund
    • Grant from a Community Fund
    • Community Fund Fees
    • Community Fund FAQs
  • For Charities
    • Receiving Grants
    • Stock & Crypto Donations
    • Charity FAQs
  • For Workplaces
    • Corporate Giving Fund
    • Employee Giving Programs
      • Employee Matching
      • Employee Equity
      • Setting Up an Employee Program
    • Administrator FAQ
    • Employee FAQ
  • About Our Venture
    • Our Giving Model & Philosophy
    • Our Story + Mission + Values
    • The Foundation Source Relationship
    • How We Make Money
    • Building the Future of Giving
    • Our Trust & Security Posture
  • Governance & Legal
    • About Charityvest, Inc.
    • Financial Reporting
    • Legal Documents
    • Required Disclosures
    • Legal Note
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  1. For Charities

Stock & Crypto Donations

We can make stock and crypto easy for your organization.

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Last updated 1 year ago

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We Make Stock and Crypto Easy for Charities

We can be especially useful to charities to facilitate donations of stock and crypto.

If your organization is a 501c3 public charity, there's nothing you need to do to enable a donor to give stock or crypto to your organization through Charityvest. Your organization is already in our database of over 1.4 million charities. You merely need to refer a donor to Charityvest to donate the asset into their Charityvest account. Once they have completed the donation to their Charityvest account, they can grant it to your organization. You'll receive a check in the mail in two to three weeks.

No Need to open a Crypto Wallet or Brokerage Account

Because we transact the asset with your donor, there's no need for you to create the complicated infrastructure needed to facilitate the donation, like a brokerage for stock or a wallet for crypto.

Charityvest receives the asset from your donor, we liquidate it, and we put the cash value in a donor-advised fund for your donor. They can then grant the cash to your organization and you will receive a check in the mail.

No Need to Receipt

We provide donors and their advisors the necessary information for their taxes, even for asset donations. You are not required to do so. You can focus more of your energy on thanking donors rather than figuring out the administrative tasks.

No Big Fees

Today, we don't charge donors or charities to facilitate donations of stock or crypto. We want to serve both. Many services out there charge a significant premium for facilitating asset donations, and we don't think that's right. We may in the future ask for an optional/recommended tip for our services if we've created value, but we won't charge fees.

Check out our overview pages for charities for more details and how to integrate us into your fundraising operations.

Receiving Grants