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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.

Written by Leah Martindill

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. Alternatively, the broker can also fill out the form indicating themself as the broker and the donor's name and email.

  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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