The eligible balance is the total value of all shares in your client’s portfolio in taxable accounts that have gains and have been held for more than a year (long-term gains). We don’t currently enable donation of shares held for less than a year because the tax benefits are reduced. Read more here.
Articles in this section
- Can my client donate to charity with shares from goals using any portfolio strategy?
- Can my clients donate shares from a Tax-Coordinated Portfolio?
- Can my clients donate shares from their Betterment IRA or 401(k)?
- How can I explain to my clients why they should consider donating shares to charity?
- How can my clients donate shares?
- How do my clients get a receipt for their charitable donation?
- How do we calculate the eligible balance for making a donation?
- How does my client request a new charity be added?
- How will donating shares to charity through my clients’ accounts affect their tax forms?
- Making donations to unsupported charities through Betterment's Donor Advised Fund partner