Tap to Give is a digital solution for donating almost any asset to your favorite nonprofits in minutes. Tap to Give allows your dollars to go further by offering some of the most tax-efficient ways to give. Tap to Give makes it easy to give what you want, how you want.

Yes. Tap to Give's Information Security Program is SOC 2 Type 2 compliant and follows strict criteria set forth by the SOC 2 Framework, a widely respected information security auditing procedure. Tap to Give does not have access to nor stores any brokerage account login information. For security and data privacy measures, Tap to Give uses Yodlee, a third-party provider, to handle the brokerage account login process. Over 600 companies including PayPal, Mint, and Amazon use Yodlee to connect their clients’ accounts.

It depends! Tap to Give can process all whole shares of publicly traded stock, including from retirement accounts (401K, 403b, Roth IRA, and Traditional IRA). However, donors will incur a tax penalty if they remove retirement funds early (before age 59.5) and some employer-sponsored retirement plans will not allow early fund distribution at all. Because of these restrictions and potential penalties, we highly recommend consulting your tax professional before donating these types of assets. If you decide to proceed, Tap to Give’s concierge services will work you directly to facilitate the transfer of these assets.

Tap to Give currently offers account connections with most major brokerages including Charles Schwab, Fidelity, and E*Trade. If Tap to Give does not have a direct connection with your brokerage, you can still initiate your stock gift through our manual online flow, which you will be prompted to enter if your brokerage is not directly supported. 

Donating appreciated stock that you've held for over a year could allow you to save up to 20% in capital gains taxes and potentially up to 37% in federal income taxes on the charitable donation value of your gift based on your tax bracket when itemizing deductions. To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your tax professional for information about your personal tax implications.

Tap to Give supports the transfer of any publicly-traded stock that is exchanged on the US stock market. Tap to Give also supports the transfer of ETFs and Mutual Funds, but there may be brokerage-imposed restrictions on the transfer depending on the fund and gift value. If that is the case, Tap to Give’s concierge services will work with you directly to understand the restrictions and implications.

Cryptocurrency can be donated just like other appreciated assets such as stocks. Instead of selling your cryptocurrency and donating the after-tax proceeds, consider donating your cryptocurrency directly to the Church. You will be eligible for a tax deduction equal to the fair market value of the donated cryptocurrency and the appreciation in the value of the donated asset will not be subject to capital gains taxes.

Cryptocurrencies that are compliant and accepted within the United States are available to give through Tap to Give's crypto donation processing platform. Please refer to The Giving Block website for an up-to-date list of supported cryptocurrencies.

Our Tap to Give digital giving solution allows you to donate cryptocurrency in just a few clicks. Once you complete the steps online, you’ll be presented with an easy-to-use giving code that you must place into your crypto wallet to complete the donation. This code contains the donation information you've selected in the donation flow including the type of coin, amount of coin, and the destination wallet ID.

A donor advised fund (DAF) is a specialized financial account used for charitable giving. It allows individuals to make a charitable contribution, receive an immediate tax deduction and then make grants to 501(c)(3) organizations over time. The money in a DAF can also grow tax free and be donated at any time in the future - there are no time limits or distribution requirements for DAFs today.

The main benefit of a DAF is the ability to make a donation and take an immediate tax deduction for it while waiting to decide how the donation should actually be used. While the donation is irrevocable, it can grow tax-free in the DAF via investment while the decision is being contemplated.

Now that you know more about DAFs and their benefits it’s time to initiate the donation! Simply click the Donate from DAF button on your nonprofit’s give page or select the Donate from DAF option as a payment method within the cash donation experience.