Stock Donations-Advice needed

Hi,

We are looking into enabling the option to give stock and have it matched to our team members. I was hoping some one would be willing to share their experience guidelines and FAQ's.

Thanks,

Kelly

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  • Hi Kelleen, we have used stock donations/gifts of securities donations (currently Canada only) in our annual campaign through Benevity for 3-4 years now. Happy to share our experience, etc - one caveat is that we don't currently match the gifts.

     

    Reach out anytime!

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  • Hi Kelleen - In case you're still looking to connect on this, I would be happy to chat. We enable equity donations via Overflow. Reach out anytime if it would be helpful to connect further on this.

    All the best,

    Alpana

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