Summary: Every.org helps your nonprofit receive stock donations without opening a brokerage account.
When a donor gives stock through Every.org, the stock is transferred to Every.org first. We promptly sell the stock and send your nonprofit the funds as a cash grant.
Every.org does not charge a processing fee for gifts of stock.
Important: Please direct donors to your Every.org donation form instead of sharing stock transfer instructions directly.
Donors should choose Stock and follow the on-screen instructions. This helps Every.org collect the details needed to match the stock transfer to your nonprofit and can prevent processing delays.
Please do not submit placeholder, test, or estimated information just to preview transfer instructions, as this creates a pending stock donation record.
If a donor is unable to use the donation form, such as for security reasons, please ask them to contact stock@every.org for assistance.
Are there fees for stock donations?
How does Every.org know the stock donation is for my nonprofit?
Can we share Every.org’s stock transfer instructions directly with donors?
What should a donor do if they cannot use the online form?
Which email should we use for stock donation questions?
How do you work with financial advisors or brokers who send stock gifts on their client’s behalf?
What can delay a stock or mutual fund donation?
How does Every.org calculate the fair market value of a stock donation?
How soon will my nonprofit receive funds from a pending stock donation?
How are stock donation funds sent to my nonprofit?
Who sends the donor’s tax receipt?
Can we send donors our own thank-you message?
How should we record stock donations in our CRM or accounting system?
How should we acknowledge the donation amount?
How does using Every.org reduce regulatory and operational work?
Is Every.org registered to solicit donations?
What should we tell donors who want to give stock?
Stock gifts begin on Every.org, but the donor's broker must send the shares before the donation can be completed.
How stock donations work
Note: Your nonprofit does not need to open or manage a brokerage account to receive stock donations through Every.org, and your organization never receives shares of stock directly.
Here is the basic process:
- The donor goes to your Every.org donation form.
- The donor chooses Stock as the donation method.
- The donor enters the stock ticker symbol and number of shares they plan to give.
- Every.org provides the donor with transfer instructions.
- The donor sends those instructions to their broker, who initiates the transfer.
- Every.org receives the stock and promptly liquidates it.
- Every.org records the gift, automatically sending the donor their tax receipt and making the funds available to disburse to your nonprofit.
- Every.org sends the funds to your nonprofit as a cash grant.
Donors should choose Stock on your Every.org donation form to start the transfer process. The stock donation form collects the details Every.org needs to match the transfer to your nonprofit.
Are there fees for stock donations?
No. Instead, Every.org covers processing fees for stock donations.
What is the optional donation to Every.org?
Every.org is a 501(c)(3) nonprofit organization. We do not charge platform fees, and we cover third-party fees for stock donations, which helps nonprofits receive more of the funds donors intend to give.
To help sustain this no-fee model, donors who give stock through Every.org will see the option to add an optional donation to Every.org within the donation flow. A suggested number of shares may be shown, but the final amount is entirely up to the donor. Donors can choose to add the gift, change the amount, or continue without adding a gift supporting Every.org.
These optional gifts help support the tools, processing, receipts, compliance work, and donor support that make stock donations available to nonprofits through Every.org.
Related article: Does Every.org charge fees?
How does Every.org know the stock donation is for my nonprofit?
The best way to make sure a stock donation is matched to your nonprofit is for the donor to start from your Every.org donation form.
When donors use your Every.org donation form, we record important details, including:
- Your nonprofit’s name
- Your nonprofit’s EIN
- The stock ticker symbol
- The number of shares
- The donor’s information
This helps us match the stock transfer to the correct nonprofit.
Can we share Every.org’s stock transfer instructions directly with donors?
No. Please do not copy and share Every.org’s stock transfer instructions directly.
Instead, direct donors to your Every.org donation form and ask them to choose Stock and follow the on-screen instructions. The form should only be completed with the donor’s actual gift details, including the actual ticker symbol and exact number of shares they plan to send.
Nonprofits should not submit the form on a donor’s behalf using placeholder or test information. Donors should also not submit placeholder or test information just to preview the transfer instructions.
Each submitted form creates a pending stock donation record. Every.org uses those details to match the incoming transfer to your nonprofit and send the donor’s tax receipt.
If the form is submitted with placeholder or test information, or if stock is sent without enough details, the gift may be delayed or may not be connected to your nonprofit.
Every.org provides transfer instructions after the donor submits the stock donation form.
What should a donor do if they cannot use the online form?
If a donor cannot use the online donation form, they should contact Every.org at stock@every.org with the donation details before sending the gift. They should not send stock before Every.org has enough information to identify the gift.
Which email should we use for stock donation questions?
For incoming stock gift notifications and coordination, donors, brokers, or financial advisors should email stock@every.org. This helps Every.org collect the gift details, provide the correct transfer instructions, and monitor for the incoming gift.
For general support questions, receipt help, or questions about a stock donation after it has been submitted, contact us.
How do you work with financial advisors or brokers who send stock gifts on their client’s behalf?
Financial advisors, brokers, or other professionals can help submit a stock or mutual fund donation on behalf of their client. There are two options to do so:
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The best option is for them to use your nonprofit’s Every.org donation form and choose Stock. The stock donation flow supports both stocks and mutual funds.
When completing the form, they should pay close attention to the donor name and email fields
- The donor name should match the person or entity making the gift.
- The email address is used for the tax receipt and donation updates.
- In most cases, this should be the donor’s email address. In some cases, a financial advisor or other professional may need to receive the receipt on the donor’s behalf. They should use the email address that should receive the receipt and donation updates.
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If the advisor, broker, or other professional cannot use the online donation flow, they should contact Every.org before sending the gift. They can email stock@every.org so we can collect the gift details, provide the correct transfer instructions, and monitor for the incoming gift.
To help us match the gift correctly, they should include:
- Donor name
- Email address that should receive the tax receipt and donation updates
- Ticker symbol
- Number of shares or estimated value
- Intended nonprofit recipient (please include an Every.org profile URL for the nonprofit, if available)
- Whether the donor’s contact information should be shared with the nonprofit recipient’s administrators
What can delay a stock or mutual fund donation?
Stock and mutual fund donations may take longer to process if Every.org does not have enough information to match the gift.
Common causes of delays include:
- Stock is sent before the donor completes the Every.org donation form or notifies us by email.
- The broker sends a different number of shares than expected without notifying Every.org.
- The transfer arrives after market hours, on a Friday afternoon, or just before a bank holiday.
- The donor, broker, or advisor uses transfer instructions shared directly with them instead of using the Every.org donation flow.
To help avoid delays, donors should use the Every.org donation form whenever possible. If the online form cannot be used, the donor, broker, or advisor should email stock@every.org before sending the gift.
How does Every.org calculate the fair market value of a stock donation?
Per IRS guidelines, the fair market value (FMV) is calculated as the average of the highest and lowest trading prices on the date the stock is received, multiplied by the number of shares.
The net amount you see in your Every.org dashboard reflects the value of the stock after it was sold, which may be slightly more or less than its value at the time it was transferred. This variance is called slippage. To minimize slippage, Every.org processes stock donations within 24 business hours, Monday-Friday, excluding bank holidays when the market is closed.
How soon will my nonprofit receive funds from a pending stock donation?
After Every.org receives and liquidates the stock, the funds are disbursed per our regular disbursement schedule.
The exact timing can depend on:
- How quickly the donor’s broker sends the stock
- When Every.org receives the stock
- How long liquidation takes (e.g., assets received after hours, on a Friday afternoon, or just prior to a bank holiday may take 1-2 additional business days to sell)
- Your nonprofit’s current disbursement method
If your nonprofit has connected Stripe in your Every.org dashboard, grants are usually sent at the beginning of each week.
Related article: How long do donations take to process?
How are stock donation funds sent to my nonprofit?
Every.org sends stock donation funds to your nonprofit as a cash grant.
Your disbursement method may be:
- Stripe
- PayPal Grants
- ForGood, Inc.
To learn more about disbursement timing, please see: Nonprofit Disbursements Overview.
Related article: What do donation statuses mean in my nonprofit dashboard?
Your dashboard can help you track stock donation activity and grant status.
Who sends the donor’s tax receipt?
Every.org sends the donor’s official tax receipt. Because the donation is made to Every.org first, your nonprofit should not send a separate tax receipt for the stock donation.
You may still send the donor a thank-you message, but please do not include tax-deductibility language.
Can we send donors our own thank-you message?
Yes, you can thank donors for supporting your nonprofit, but please make sure your message does not act as a tax receipt.
You can also add a custom thank-you message that will appear at the top of the automatic receipt Every.org sends to donors.
To update your custom thank-you message:
- Log in to your Every.org Admin Dashboard.
- Go to Settings > Thank you.
- Edit your thank-you message.
- Save your changes.
Add a custom thank-you message that appears with Every.org’s automatic donor receipt.
How should we record stock donations in our CRM or accounting system?
This article is for general information only. Please check with your accountant or bookkeeper for your organization’s needs.
In general, grants from Every.org can be recorded in a similar way to grants from a donor-advised fund, also called a DAF. Because the donation is made to Every.org first, many nonprofits record:
- Hard credit: Every.org
- Soft credit: The individual donor
For Form 990 reporting, nonprofits generally group grants from Every.org together instead of listing each donor’s gift separately.
Related article: How do we record and acknowledge donations received through Every.org?
How should we acknowledge the donation amount?
For stock donations, Every.org sells the stock and grants your nonprofit the net amount.
If you send your own thank-you message, you may choose to thank the donor for the net amount your nonprofit received.
Example:
“Thank you for your generous stock donation through Every.org in support of ORGANIZATION NAME. Your gift resulted in a net contribution of $98.17.”
If the donation was matched, you can acknowledge the total net contribution.
Example:
“Thank you for your generous stock donation through Every.org in support of ORGANIZATION NAME. Your gift was matched and resulted in a total net contribution of $196.36.”
Please consult with your accountant or bookkeeper to determine what wording is best for your organization.
How does using Every.org reduce regulatory and operational work?
When your nonprofit receives stock through Every.org, your nonprofit does not take custody of the stock.
Instead, Every.org receives and sells the stock, then sends your nonprofit a cash grant. This means your nonprofit can avoid many of the extra steps that may come with accepting stock directly, such as:
- Opening a brokerage account
- Holding non-cash assets
- Selling donated stock
- Updating gift acceptance processes for stock
- Preparing certain asset donation forms
Every.org also handles donor tax receipts and helps with applicable IRS forms for asset donations, such as Form 8282 and Form 8283 when required.
Is Every.org registered to solicit donations?
Yes. Every.org is registered in all 50 states to solicit charitable donations. Every.org also completes an annual third-party financial audit.
Our EIN is 61-1913297.
Our mailing address is:
Every.org
58 West Portal Ave #781
San Francisco, CA 94127
You can view Every.org’s latest tax returns here.
What should we tell donors who want to give stock?
You can send donors this short message:
“Thank you for your interest in donating stock. Please go to our Every.org donation form and choose Stock as the donation method. Every.org will provide you with the transfer instructions and send your tax receipt after the donation is processed. Please do not send shares directly without first using the form to share your intent to donate stock, because that can delay processing.”