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A Donor Wants to Give Stock — What Do I Do Next?

If your Infinite Giving account is already set up to accept stock gifts, there’s nothing you need to do on the backend — you simply share your nonprofit’s branded campaign page with the donor so they can get started.

Leah Martindill avatar
Written by Leah Martindill
Updated over 3 weeks ago

Step 1 — Locate Your Campaign page

  1. Go to Campaigns → Share -> Copy link

  2. Your donor fills in their name, email, brokerage firm and shares

  3. This triggers and email to them with the instructions and a notification to you that a pledge was made.

The instructions include:

  • Your DTC number

  • Your account number

  • Custodian name (Apex Clearing)

  • Nonprofit name (as registered)

  • Any memo code needed to match the donation

📌 Tip: You don’t need to notify us when a donor is sending stock — but if it’s a large gift (>$50K), feel free to give us a heads up so we can monitor it.

Step 2 — Donor Initiates Transfer From Their Brokerage

The donor logs in to their brokerage (Schwab, Fidelity, Vanguard, etc.) and submits a “DTC Stock Transfer” using the instructions you provided.

Step 3 — Track the Donation in Your Dashboard

You can monitor progress under the Donations tab.

Normal timeline: 3–7 business days depending on donor’s brokerage.

Step 4 — Donor Gets Their Tax Receipt Automatically

Step 5 — Decide What To Do With the Funds

Grow your gift by reinvesting the funds in a risk-averse, diversified portfolio

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