Procedure for Charities to Accept Stock Donations Online

1

Authorize a representative to open an account

Have a meeting with board members of the charity to discuss your options and who will be the person opening the account.
2

Open an account

You can open an account online in minutes
3

Wait for verification

Wait 24 hours for your account to be verified.
4

Provide your donors with your custom stock donation page or give them a non-automated form

You can download your link to your stock donation page from your account page after signing in.
5

Wait for your checks

Once the donor initiates a transfer you sit back and wait for us to process the donation and then you will get a check or wire transfer for the proceeds when the donation clears.
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