Review Time
Donate Stock has been a pleasure to work with. It's incredibly easy to integrate their platform with our giving page and CRM system. The customer service is professional, prompt, and friendly. When a financial advisor made a stock trade error, the head of Donate Stock immediately stepped in to remedy the situation.
Caution alert for dealing with this company Donate Stock, who took my appreciated stock and unbeknownst to me put it directly into their OWN 501c "Donate Stock Charitable" and in multiple cases failed to transfer it into the target charities specified by me the donor. Donate Stock evidently pressed the target charites to "register" with them, and on multiple occasions when the target charities elected not to "register" with Donate Stock, Donate Stock Charitable simply kept my funds (stocks) for themselves, and did not refund me or even advise me after 4+ months that the intended recipient charities did not receive the stocks/funds I donated. Donate Stock's online dashboard misleadingly shows the failed transactions Donation Status as "Complete" although the stocks/funds have not been delivered to the target charities or refunded to me . It was difficult to speak to Donate Stock directly or via phone, as their main interface is their web portal and an online chat thread with their staff. The only somewhat positive note is that someone at Donate Stock has replied to the chat promising to try contact the intended recipients, however follow-up / resolution has not occurred at this writing. The donated stock value has deteriorated severely since donation date due to market downturns so this adds uncertainty about what will happen to my donated assets - timely delivery from Donate Stock to intended recipients and accurate reporting to the donor was obviously essential for these transactions to be viable, and failed unreliably.
The folks at donatestock.com will handle all the details and made the process pretty painless. Once you set up your account you can always log in and see all your transactions and print them for your tax records. If you have any issues they will respond in a timely manner. I highly recommend them.
The customer services was outstanding. I wanted to submit my stock transfer information directly to my brokerage. I submitted a questions via chat on the donatestock.com website and received an email the next day with the information I need to provide my brokerage firm.The transfer was seamless and I received a receipt the day the transfer was complete.I will definitely use DonateStock again!
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DonateStock is transforming charitable giving by making charitable stock donations fast, safe and free for millions of donors while making it accessible, scalable and affordable for nonprofits of all sizes.
As the market leader in stock gifting, we help thousands of nonprofits access new sources of funding by enabling everyday investors to donate stock in minutes. While donors save big on taxes, nonprofits benefit from larger pre-tax donations. Everyone wins!
By making stock gifting mainstream we’ll help thousands of nonprofits impact millions of lives.
Whether you are a nonprofit or a donor, please visit Donatestock.com to make the most of stock gifting today. See more
