Stock & crypto gifts
Give donors a page with your brokerage and wallet details where they tell you what they're sending. When it arrives, one click records it and sends the receipt.
- 1
Fill in your transfer details
Go to Settings → Amounts & messages and find “Stock & crypto gifts”. Tick “Show the stock & crypto page” and fill in Brokerage, DTC number, Account number, Account name, Who to contact, any Crypto wallets (one per line, like “BTC: bc1q…”) and a Note to donors. Click “Save settings” at the bottom.
Your brokerage and wallet details. - 2
Share the page
Your page is /give/your-link/stock. Send it to donors who want to give stock.
- 3
See what's on the way
When a donor tells you what they're sending, it shows under Giving → Stock & crypto: who, how much of what, from which broker, the expected date and estimated value.
Giving → Stock & crypto. - 4
Mark it arrived
When it lands, check the quantity, type the value received and the date, leave “receipt” ticked, and click “Arrived”. It's recorded as a non-cash gift and the receipt goes out.
Each gift on the way, with an “Arrived” button. - 5
If it never comes
Click “remove” next to it.
Tips
- Use the value on the day it arrived for your own records; the donor's tax value is their business.
If something isn't working
Giving → Stock & crypto says to turn on the page.
Tick “Show the stock & crypto page” under Settings → Amounts & messages and save.