Set up the DonateStock integration

With our DonateStock integration, give your supporters the option to donate with stock gifts by leading them to a dedicated stock gifting page.

When a donation is made through DonateStock, you can track the transaction in your GoFundMe Pro account.

Set up the integration

If you are not already a customer of DonateStock, just register on their Nonprofit registration page. It usually takes 10-15 minutes, and there is no cost or obligation.

Start the integration in DonateStock

Once registered, go to Integrations in your DonateStock portal and select Manage under GoFundMePro.

After selecting GoFundMe Pro, copy the Application Name and Redirect URL.

Create a new app with the GoFundMe Pro API

In your GoFundMe Pro account, you’ll need to create an app using the information from DonateStock. To do so:

1. Log in to your GoFundMe Pro account
2. Select Apps & Integrations > API
3. Enter the Application Name and Redirect URI you copied from DonateStock
4. Agree to the terms of service and select Create app

Paste API credentials in DonateStock

Under Your applications in the GoFundMe Pro API, select Edit to copy your Client ID and Client Secret.

Go back to DonateStock and paste them into the fields of the integration form.

Then, select Connect GoFundMe Pro and choose the GoFundMe Pro campaign you want to use for the integration.

Add DonateStock to your campaign

Now that the integration is connected, you’ll add the DonateStock option as a button to a Studio campaign. To do so:

1. In DonateStock, copy the URL listed on the GoFundMe Pro integration page using the Copy to Clipboard feature
2. In GoFundMe Pro, edit the Studio campaign you’ve chosen for the integration
3. Drag a button element onto your donation page
4. Select the button and label it Donate Stock

5. Paste the URL you copied from DonateStock into the URL field and check the box Open in new tab

Add to a legacy campaign

If you’re not using a Studio campaign, you can incorporate DonateStock in your campaign FAQs with a link to your stock gifting page. To create a new FAQ in your legacy campaign:

1. Select Details and then FAQs
2. Add a question like “Can I donate stocks or mutual funds?”

3. In the answer, link to the page where your Easy Button is implemented by adding HTML code. An example answer could look something like this:

   Yes! Donate with stock <strong><a href="https://SampleEmbedCode.com" target="_blank">here</strong></a>.

Donor experience

By selecting the button to donate stock, supporters are taken to DonateStock to provide their securities and brokerage information.

Track stock donations in GoFundMe Pro

When a stock donation is completed through DonateStock, a transaction is created in your GoFundMe Pro account under Transactions > Transaction History. The transaction will initially be for $0 with a status of Pending.

After the funds are received from the brokerage, the status changes to Successful, and the Gross Transaction Amount is updated to reflect the value of the stock gift.

Build a custom report

You can create a custom report in GoFundMe Pro to easily view all stock donations. To do so:

1. Navigate to your transactions report in your GoFundMe Pro account by going to Transactions and then Transaction History
2. Select Columns, then search for and select Offline Payment Method. Apply the changes.
3. Select Advanced to add a filter to the report
4. Create a new filter:
   • Under Property, search for and select Offline Payment Method
   • For Value, select Stock Donations
   • Select Save and Apply
5. Select Add to my reports and title your custom report to reference at a later time or share with others.

FAQs

I have further questions about the integration and setup. Where can I go for additional support?

This integration is maintained by DonateStock. You can reach out to their team for technical support or troubleshooting.

Will stock gifts sync to my CRM?

Yes, stock gift donations sync to your connected CRM. If your CRM allows $0 transactions, you'll see both Pending and Successful entries. Otherwise, the transaction will sync once the status is updated to Successful.

Can we test the DonateStock experience before going live?

Every nonprofit has a page on donatestock.com. You can test the process by making a gift to your organization after you have enabled the integration and before adding the button to your Studio or Legacy donation campaign.

What happens if a stock gift fails or is canceled?

You’ll be notified by DonateStock via email and in your DonateStock dashboard.

Can we track campaign-level attribution?

Currently, DonateStock does not support campaign-level attribution using UTMs or source codes. However, donations can be segmented by type (e.g., stock) in GoFundMe Pro reporting as well as in your CRM. You can also create a campaign in your CRM to associate all stock gifts.

Are there any fees for accepting stock donations?

You can register with DonateStock with NO upfront or fixed fee. DonateStock’s transaction fee starts at 3.9% or less on gifts up to $100,000, dropping to 1% on proceeds over $100,000.

Who sends the tax receipt – the nonprofit or DonateStock?

For the 90%+ of nonprofits that elect to route the stock gifts through Donatestock Charitable, Inc. (501c3), donors will receive a tax receipt from Donatestock Charitable for their gift benefiting the recipient nonprofit.

For those nonprofits that elect to receive the stock in their brokerage account, they will produce and send the receipt to the donor (aided by the data provided by DonateStock).

Can we customize donor acknowledgment after the stock gift?

No, the standard gift receipt produced by Donatestock Charitable cannot be personalized, but it has the nonprofit’s name and logo.