Clients can donate to effectively any charity in good standing in the U.S. Depending on the charity, the process and fee structure is different.
Fee-free, directly supported charities
From the Transfers tab, clients can donate fee-free to the following charities directly:
Against Malaria Foundation, Big Brothers Big Sisters of NYC, Boys & Girls Clubs of America, Breast Cancer Research Foundation, DonorsChoose.org, Feeding America, GiveWell, Hour Children, Save The Children, UNICEF, World Wildlife Fund (WWF), Wounded Warriors Family Support.
If your client would like to request another charity be added to Betterment's fee-free offering, have them log in to their account, go to the Transfer tab dropdown and select “Give to charity.” In the area where they can select a charity, there is an option to request a new charity at the bottom of the page.
Clients can donate to other charities through our Donor Advised Fund partner. Learn about the details and process.