How to share about Overflow with your team to give them the confidence to go out and spread the message about giving via stock and crypto.
ANNOUNCEMENT TO YOUR TEAM:
"We have a new donation platform called Overflow that makes giving stock and crypto as easy as donating via cash or credit. Giving stock can be one of the most tax-advantageous ways to give because donors could save up to 20% in long-term capital gains taxes by donating stock rather than liquidating the assets and giving the cash. If supporters have questions about this new way of giving, you can direct them to our FAQ page."
WHAT THEY CAN SAY:
"Have you considered donating stock before? We partner with a platform called Overflow that makes donating stock as easy as donating via cash or credit, plus it could be tax-advantageous for you as the donor. You could potentially save up to 20% in capital gains taxes and up to 37% in federal income taxes* based on your tax bracket and the charitable donation value of your gift when itemizing deductions. That means more of your gift goes directly to the cause you care about. Would you consider maximizing your donation in this way?
*To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your personal tax professional."
TEAM TRAINING
We recommend sharing these talk tracks during a team training about Overflow and the benefits of giving non-cash assets. Download the team training handout, a great one-pager to give out after the session, by clicking here. Don't know what to say? Request a training hosted by your Overflow success team by emailing support@overflow.co.
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.