Nonprofit Launch Kit

The Nonprofit Launch Kit is a collection of verbiage that will equip you to share about giving via stock and crypto with your supporters across various distribution channels.

We've found that the best way to inspire your donors to give non-cash assets is through consistent education. Donors need to know not only that the option to give stock and crypto is now available to them, but why they should give these assets vs. cash, and what impact that has on your organization. Non-cash gifts should be a part of every ask, every fundraising conversation. That's why we've compiled this resource of best-practice blurbs to use throughout your fundraising campaigns. Keep an eye out throughout the article for links to our downloadable strategy worksheets called Game Plans!

ONE-ON-ONE CONVERSATIONS

Whether it's a call or a meeting over coffee, the one-on-one donor conversation is one of the most powerful spaces in which to fundraise. It is hyper-personal and highly effective. Here's the script we recommend after you've built the relationship and pitched the vision:

• "Would you consider a new way to give to help support our organization? [Wait for a response]. We partner with a platform called Overflow that makes donating stock as easy as donating via cash or credit. We've opened up this giving avenue because it is so tax-advantageous for you as the donor. You can save up to 37% on long-term capital gains taxes by donating stock directly to us rather than liquidating the stock and donating the cash. That means more of your gift goes directly to the cause you care about. Would you consider maximizing your donation in this way?"

Put this into action with the Major Donor Game Plan. Learn more here.

 

EVENTS

Overflow's Founder and CEO, Vance Roush, shares about how to encourage donors to give non-cash assets at your next gala or in-person event in this video:

Here's the script we recommend:

• "Now's the moment! Your chance to contribute to the incredible work you just heard all about. You'll see a couple of giving options on the screen behind me. Of course, you all are familiar with giving cash assets, whether online, via check, or in person. But I want to highlight one way to give that will have a significant impact on our organization. Stock and crypto donations. If you've given stock in the past, it was probably a laborious, time-intensive process. We're partnering with a platform called Overflow that allows you to donate stock and crypto online as easily and quickly as donating cash. If you've never given non-cash assets such as stock and crypto before, I'm here to tell you that it is one of the most tax advantageous way to give. You can save up to 37% in long-term capital gains taxes when you donate non-cash assets directly to us. What an incredible way to maximize your donation! Give now using the QR code on the screen behind me or at your table. Thank you."

Put this into action with the In-Person Event Game Plan. Learn more here.

EMAIL MARKETING

• Year-End Appeal
  

  • As the tax year comes to a close and you are thinking about how best to donate your dollars, would you consider giving a gift of stock to our organization? By donating via stock, you could save up to 20%* in capital gains taxes and up to 37%** in federal income taxes based on the value of the charitable donation when itemizing deductions. To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your tax professional.

• Tax Benefits

  • Make an impact by donating stock. We've partnered with Overflow to make donating stock, even just one share, quick, easy, and secure. Plus, you could save up to 20%* in capital gains taxes and up to 37%** in federal income taxes when itemizing deductions based on your tax bracket and the charitable donation value of your gift. To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your tax professional.

• Short Blurb
  • Donating stock can be one of the most tax-efficient ways to give. We've partnered with Overflow to make donating stock online quick, easy, and secure.
• Soft Ask
  • If you can't give cash right now, would you consider a gift of stock instead? If your stock portfolio has done well this year, you can easily donate stock online to our organization. We've partnered with Overflow to make donating stock an easy, 5-minute process that you can even do from your phone. Plus, there could be incredible tax benefits to donating stock instead of cash. Learn more here.

Put this into action with the Email Marketing Game Plan. Learn more here.

 

SOCIAL MEDIA

Paired with a matching photo, an impact stat hits home on social media. Impact stats are a great way to show supporters exactly what their donation means, and a new way to give!

• "1 share of Google provides a Thanksgiving meal for our community! Share a share by donating stock to our organization, the best community investment you can make."

Put this into action with the Social Media Fundraising Game Plan. Learn more here.

*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.