We've curated a list of customers with the best Overflow product placement. Get inspired to create beautiful give pages that result in higher-value donations!

#1: Life.Church

WHAT THEY DO WELL:

• Life.Church dedicated an entire page to giving via stock. This gives them the real estate they need to explain this way of giving to donors.
• FAQs!! We highly encourage including these same FAQs on your own give page.
• They included contact information for the Life.Church finance team so donors can reach out with questions.

#2: RIP Medical Debt

WHAT THEY DO WELL:

• Although they offer a lot of ways to give, RIP Medical Debt displays each option clearly and simply.
• The stock option includes a blurb about the tax advantages of giving stock.
• Their call to action "Start Now" drives action and is clear to donors.

#3: Creative Church

WHAT THEY DO WELL:

• The Give Stock and Give Crypto options are above the fold making them easy to find.
• Stock and crypto are also included in the Ways to Give section with an easy-to-understand blurb.
• Video from their lead pastor on the page to encourage generosity.

#4: Metrodora Institute

WHAT THEY DO WELL:

• The Give Stock option is displayed right on the homepage
• The homepage links to a demo video of the stock-giving experience
• They included a link to an article about why donating stock can be one of the most tax-beneficial ways to give

#5: Abundant Church

WHAT THEY DO WELL:

• Stock and crypto options are in the same plane as cash
• Direct links to the giving options PLUS a way to learn more with a dedicated stock landing page.

#6: ReFED

WHAT THEY DO WELL:

• Their Ways to Give page is clean and on the main give page.
• The blurb "maximize your impact by donating appreciated stock" helps donors understand why they should give stock.
• Donate link leads directly to Overflow's stock-giving page.

#7: Love Church

WHAT THEY DO WELL:

• Love Church also dedicated an entire page to stock giving and included a demo video! 
• Accordion FAQs so donors can find exactly what they are looking for, quickly.
• Simple, beautiful design.

#8: MrBallen Foundation

WHAT THEY DO WELL:

• Stock and crypto are prominently displayed on the first fold of the donation page.
• The stock and crypto blurb explains why donors should give in this way - not only the tax benefits but the impact on MrBallen Foundation's mission as well.
• FAQs are included on the give page.

One of the best ways to effectively educate your donors about why and how to give stock is by creating a dedicated landing page linked from your donate page. This is a great opportunity to answer questions donors have before they reach out to your team and inspire them to give big to your mission!

Check out these inspirational examples:

• Gospel Community Church
• Love Church
• The Father's House Church
• Life.Church
• League of Women Voters CA

The Top 5 Things to Include On This Page:

#1. Why Give Stock

For many donors, giving stock is an entirely new concept. It is important to educate donors about the tax benefits of giving from their stock portfolio. By providing this education, you will be seen as a philanthropic partner and can develop loyal supporters! No need to recreate the wheel - we've provided everything you need to include below:

EXAMPLE LANGUAGE:

"Donating stock can be one of the most tax-efficient ways to give. We've partnered with Overflow to make donating stock and crypto online quick, easy, and secure." Click here for additional verbiage.

1-MINUTE VIDEO EXPLANATION:

In this video, our CEO shares how you have partnered with Overflow to receive non-cash donations and briefly covers why giving in this way is the most tax-efficient way to give.

• Stock Only Announcement Video for Churches
• Stock and Crypto Announcement Video for Churches
• Stock Only Announcement Video for Nonprofits
• Stock and Crypto Announcement Video for Nonprofits

#2 How to Get Help

Did you know Overflow has a help center specifically tailored to donors? The Donor Help Center is a great place for givers to learn more about important questions they might have about giving through Overflow. We encourage you to link directly to our Donor Help Center from your dedicated landing page!

You can also include contact information about how to reach out to Overflow's expert Donor Operations team. Donors can contact Overflow Donor Operations via giving@overflow.co or by texting 1 (408) 351-0242.

THE TOP THREE DONOR HELP CENTER ARTICLE TO LINK:

1. Giving stock through Overflow for the first time? Here's all you need to know.
2. Which stock brokerages do Overflow support?
3. Manage Your Giving through Overflow with The Donor Profile.

#3 How it Works

Consider adding a video that walks donors through the stock-giving process. Below are a few demo videos to choose from:

1. How to Give Stock through Overflow. A detailed, 5-minute video walking viewers through the stock giving experience.
2. Stock Giving Demo. A 45-second video with music briefly showing the stock giving experience.

#4 How to Give

Don't forget to add a 'Give Stock' button to your dedicated page linking to your unique Overflow URL!

#5 FAQs

A dedicated stock education landing page is a great place to add frequently asked questions such as Who is Overflow? You can copy and paste verbiage and need-to-know information directly from the resources linked below:

• Frequently Asked Questions
• Year-End Stock Donations: What You Need To Know

ADDITIONAL RESOURCES:

The Overflow Launch Library: Product Images, Videos, Branding Kit, and More!

Real Give Page Examples to Inspire You

How to Maximize Your Give Page

We would love to see your dedicated page! Please share it with us at success@overflow.co. 

Are you getting ready to launch Overflow giving products to your supporters? We're here to help!

We've compiled an extensive library of resources ranging from product images to announcement videos to a branding kit, and more. Click each link below to download the resource. 

Product Images

Product mockups of the stock, crypto and cash giving experiences - together and individually. Click the device type to download a zip file of images set in each device: 

• iPad Images
• iPhone Images
• Desktop Images

Announcement Videos

Add these videos to your website, social media channels, newsletters, or even as an announcement from stage at an in-person event. Click the link most relevant to your organization to view and use the video:

• Stock Only Announcement Video for Churches
• Stock and Crypto Announcement Video for Churches
• Stock Only Announcement Video for Nonprofits
• Stock and Crypto Announcement Video for Nonprofits

Demo Videos

Include these videos demoing the Overflow stock-giving product on your give page, in newsletters, or even at in-person events!

• Stock-Giving Demo Video with music
• Stock-Giving Demo Video without music
• Crypto-Giving Demo Video with music

Branding Kit

Want to use Overflow's logo on marketing materials you're creating? Look no further! Click here to access a zip file of Overflow's logo along with logo use guidelines.

Launch Templates

If you're asking the question "what have other organizations done to launch Overflow?" here is your answer! Peruse these launch examples and get inspired:

• Example Announcement Newsletter
• Example Marketing Assets

OTHER GREAT RESOURCES

Explore these other Help Center articles and Overflow resources for verbiage, templates, and must-know information about launching Overflow to your supporters:

• The Nonprofit Launch Kit
• The Church Launch Kit
• How To Educate Your Donors About Stock Giving
• Adding Overflow to Your Give Page
• Fundraising Resources
• What Donors Need to Know About Donating Stock at Year-End

Don't see what you're looking for? Please email support@overflow.co to request a specific asset.

Who is Overflow?

Overflow is a digital solution for donating non-cash assets, enabling donors to give in a tax-efficient way. Donors can experience the ease of giving via stock or crypto in less than five minutes from their mobile device. Overflow also provides givers access to a private Donor Profile which enables visibility into transaction history, transaction statuses, and the ability to update connected financial accounts.

Why should I donate stock or crypto?

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. Read more here.

How do I donate via Overflow?

Access the Overflow platform via a 501c3 organization giving page. Click "Stock", "Crypto", or "ACH/Debit/Credit" depending on the asset type you would like to donate. You will then be taken to the Overflow platform where you can follow the steps to complete the donation. Learn more about donating through Overflow here.

What can I expect after I submit my donation?

Immediately after submitting your donation, you will receive an email confirmation of your gift. Stock transactions take 2-14 days to reach our account depending on the sending and receiving brokerages that are involved in the process. Once the 501c3 organization receives your gift, they will send you an IRS-compliant acknowledgment letter that you can use to itemize the charitable deduction on your taxes. Learn more about what to expect after submitting a donation.

Is it safe to connect my brokerage and/or bank account to Overflow?

Overflow's Information Security Program is SOC 2 compliant, a widely respected information security auditing procedure. Overflow does not have access to nor stores any brokerage account usernames or passwords. They use Yodlee, a third-party provider, that handles the brokerage login process. Over 600 companies including PayPal, Mint, and Amazon use Yodlee to connect their clients’ accounts. For more information about Overflow's security practices, please see this article.

What types of shares can I donate?

You can give any shares that are publicly traded on the U.S. stock market through Overflow. By donating assets that have appreciated in value for more than one year, you are more likely to maximize the potential tax benefits. Learn more about the types of stock you can donate in this article.

Can I donate international gifts?

Each asset class, stock, crypto, and cash, has its own unique requirements and restrictions when it comes to international gifts. Read this article for more details about giving internationally from each asset class.

Can I give through my 401K or IRA?

Overflow can process all whole shares of publicly traded stock, including 401Ks and IRAs. However, because donors often incur penalties for withdrawing these assets before a certain date, we highly recommend consulting your tax professional before donating these types of assets. Donating 401Ks or IRAs could result in major tax penalties or even fewer tax benefits than donating cash.

Can I give company stock outside the trading window?

If you received company-distributed stock as an employee and the trading window is not open, your brokerage will likely reject the transfer request. We highly advise you to ask your company for the trading windows and give them during those time periods, which typically are open quarterly for 3 to 4 weeks at a time.

Does Overflow support gifts from my brokerage account?

Overflow currently supports over 10 brokerages via its self-guided platform including the most popular brokers such as Charles Schwab, Fidelity, and E*Trade. If Overflow doesn't have a direct connection to your brokerage account, your gift can still be fulfilled through their off-platform concierge service. (Learn more about this concierge service here). If you are donating through Overflow's donor experience and your brokerage account is not one of the 10+ currently supported with a direct connection, you'll be automatically connected with Overflow's Donor Operations team. You can also choose to opt into Overflow's fully-guided concierge service by emailing stockgifts@overflow.co.

*This assumes all realized gains are subject to the maximum federal long-term capital gains tax rate of 20%, and that the donor originally planned to sell the stock and contribute the net proceeds (less the capital gains tax) to charity. This does not take into account state or local taxes, if any.

**This assumes the top individual federal income tax bracket for a taxpayer that is itemizing tax deductions and does take into account Adjusted Gross Income limitations on charitable contributions. This does not take into account state or local taxes, if any.

Overflow does not provide tax, legal, compliance, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, compliance, or accounting advice. Your organization should consult its own tax, legal, compliance, and accounting advisors before sending or concluding any transaction, communication, or otherwise.