Introducing Stock Contributions in Charityvest: Part 3 — We’ve Made the Process Simple
🖱We have launched the ability to give stock into your Charityvest Fund with just a few clicks. We want to show you how easy it is.
Normally taking advantage of the benefits of giving stock would require a bunch of complex financial steps, taking time and energy, or heavy involvement from a financial advisor. Not anymore.
✨We created a simple 1-2-3 process for stock giving within Charityvest.
With Charityvest, all you need to do is input your brokerage information, tell us what positions you want to donate, and we take care of the rest. It’s that s
⏱ Adding your brokerage and selecting positions takes seconds.
In our stock giving flow, you’ll search for the name of your brokerage, select them, and input your account number.
You’ll then add the securities you want to donate.
From there, you submit the request and we handle it from there. We’ll communicate with you and your broker the whole way.