A Year-End Match Opportunity

Erin Arend

Happy December! As we enter the remaining weeks of the year, stock gifting is about to peak and Blackbaud's partnership with DonateStock entitles all Blackbaud nonprofits to a year-end MATCH, allowing stock gifts to go even further! You can find the DonateStock API in the marketplace and simply drag and drop the Easy Button to your “ways to give” page. The button invites donors to gift stock instantly and safely online, and DonateStock takes care of the rest. You can also learn more and get started HERE. To help you take advantage of the match, feel free to download and share these custom assets with your donors. May your stock gifts ring as you bring in the New Year!

Match Assets

Match Asset Blue Green & Cream

Match Asset Green + Red

Match Asset Blue Motif with BB Logo

Match Asset with Presents + BB Logo

Faith Murray

@Erin Arend, it seems a bit late in the year to try to implement this, but an interesting possibility for next year's planning. Do you know if they do this match every year?

I would like to present a live example to my team. Can anyone share a live web page with this widget button, so I can see what it looks like on the donor's end? Also, what kinds of fees are assessed by DonateStock on the stock transfer?

JoAnn Strommen

@Faith Murray Exactly my thoughts on timing. Was ready to forward to CFO for consideration and decided not to as it would be last minute/late to get all the info needed. Could see end of year transfers possibly not actually making it as gifts for the CY.

Erin Arend

@JoAnn Strommen and @Faith Murray Thank you both for your feedback and questions. Here are a few high level answers:

• Orgs onboard every day and successfully complete the process within 30 mins on avg.
• Many orgs onboard in December, especially with 80-90% of annual stock gifts occurring the last 2 weeks of the year.
• DonateStock provides a free marketing toolkit that includes a email and social content (such as the links provided in the original post). These tools are free for orgs to tap into and socialize to their board, donors, etc.
• Donors can click the Easy Button directly from the org's site and gifts of stock within just a few minutes, and at no cost.
• Financial Advisors can also donate on behalf of their customers using the FA option.
• All gifts are captured in the donor's personal dashboard, and time stamped, with exportable reports for accounting purposes, valid through December 31 for calendar year giving.
• Nonprofits also have a custom dashboard that tracks donations from gift initiation through reconciliation and payments and all gifts travel with the donor's information.
• The platform's automation removes all time spent reconciling gifts, donor info, and receipts.
• The platform is currently free and only charges a 3% fee on transactions (retaining $3 on a $100 gift, sending $97 proceeds to the org) but fees are capped at $3,000 for larger gifts.
• All Blackbaud orgs can email blackbaud@donatestock.com and schedule a 10 minute demo or you can email amber.gutierrez@donatestock.com for live customer service.
• Match opportunities are seasonal and opportunistic depending on various grants.
• Here is a link to Blackbaud's 3Q webinar featuring DonateStock CEO, Steve Latham, that includes a brief overview of the platform: Stock gifting webinar hosted by Blackbaud

I hope this is helpful!

Erin Arend

@Faith Murray
Below you will see a link to William and Mary's use/placement of the button (just click on the graphic).

• As an RENXT customer, you can use the native RENXT integration in the Form Builder to drag the button into your form (and place higher up so donor's can see stock is an option before making a cc gift; stock gifts are 5x larger than cash/credit gifts).
• Many orgs opt to have their web developer implement the Easy Button widget code (available in your portal) on your Ways to Give page.
• Here are additional screenshots of the process and some other use cases: https://docsend.com/view/b4ruambzgcdfini9