DonateStock
DonateStock is a Houston-based fintech platform that enables donors and financial advisors to donate appreciated stock, DAF grants, and cryptocurrency to any of 1.5 million U.S. nonprofits via DTC transfers, monetizing through nonprofit transaction fees and subscriptions.
- Company typePrivate
- Founded2020
- HeadquartersHouston, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What DonateStock does
DonateStock is a Houston-based fintech company founded in 2020 that operates a web-based platform facilitating charitable gifting of appreciated securities, donor-advised fund (DAF) grants, and cryptocurrency to U.S. 501(c)(3) nonprofits. The platform's core product, the "Easy Button for Stock Gifting," orchestrates Depository Trust Company (DTC) transfers end-to-end so donors and financial advisors can initiate gifts in minutes without the recipient nonprofit holding its own brokerage account; the wholly-owned DonateStock Charitable 501(c)(3) subsidiary converts donated stock to cash and disburses proceeds to the nonprofit. Extended products include EasyDAF for DAF grants, EasyCrypto for cryptocurrency donations (with auto-conversion to cash), a Tax Savings Calculator, branded nonprofit pages, and a reconciliation dashboard with CRM and fundraising-platform integrations.
The platform indexes over 1.5 million nonprofits and integrates with major nonprofit technology providers including Blackbaud, Bonterra, DonorPerfect, Funraise, GiveSmart, OneCause, BetterUnite, and GoFundMe Pro, distributing via embedded buttons and partner ecosystems. Monetization is entirely on the nonprofit side: 1.5%-3.9% transaction fees on gift value, plus fixed subscription plans starting at $79 per month; donors and financial advisors transact free of charge. A separate financial-advisor workflow delivers DTC transfer instructions for any nonprofit in under two minutes. The company is privately held, backed by Capital Factory and family offices with a single disclosed $2.25M seed round in January 2021, and operates with a small (11-50) employee base.
DonateStock firmographics
Firmographics- Name
- DonateStock
- Legal name
- DonateStock Inc.
- Website
- https://donatestock.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- DonateStock is a Houston-based fintech platform that enables donors and financial advisors to donate appreciated stock, DAF grants, and cryptocurrency to any of 1.5 million U.S. nonprofits via DTC transfers, monetizing through nonprofit transaction fees and subscriptions.
- Ownership category
- akta.pro rank
DonateStock industry classification
Industry- Product category
- Nonprofit Fundraising Software
- NAICS
- Grantmaking and Giving Services (8132), Grantmaking and Giving Services (81321)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Philanthropic & Charitable Trust Services (FSAAANAI)
- akta.pro secondary industries
- Donor-Advised Fund (DAF) Sponsors (BPAGAKAF), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)
Keywords
Where DonateStock is headquartered
LocationHeadquarters
- HQ city
- Houston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
DonateStock business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Nonprofit Transaction Fees: Transaction fees charged to nonprofit recipients for processing stock gifts. Fees range from 1.5% to 3.9% of the gift value, deducted from proceeds or charged to nonprofit's credit card.
- Nonprofit Subscription Plans: Fixed monthly subscription plans for nonprofits starting at $79/month for organizations preferring predictable pricing over transaction-based fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Transaction-based pricing for nonprofits |
| Subscription | Monthly | Fixed monthly subscription starting at $79/month |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels8 records
DonateStock product offering
Product offeringCore offering
DonateStock operates a fintech platform that lets individual investors donate appreciated stock to any of 1.5 million+ U.S. nonprofits in minutes, removing the need for nonprofits to maintain a brokerage account. The platform handles DTC transfer instructions, reconciliation, donor acknowledgment, and conversion of stock to cash proceeds, and is extended with EasyDAF (donor-advised fund grants) and EasyCrypto (cryptocurrency donations) modules. Donors and financial advisors use the platform free of charge; nonprofits pay transaction fees of 1.5%–3.9% or fixed subscriptions starting at $79 per month.
Product overview
DonateStock is a fintech platform offering a unified charitable giving solution centered on its core Easy Button for Stock Gifting platform, which enables donors to give stock to any of 1.5 million nonprofits in minutes. The platform is built around three main product lines: Stock Gifts (the core platform for stock donations), EasyDAF (for growing Donor-Advised Fund grants), and EasyCrypto (for cryptocurrency donations). Additional offerings include a Tax Savings Calculator, branded stock gifting pages, dashboard reporting with CRM integrations, and dedicated support services. The platform is powered by DonateStock Charitable, a 501(c)(3) that handles back-end processing for nonprofits without brokerage accounts. Transaction pricing ranges from 1.5% to 3.9% for nonprofits, with free access for donors and financial advisors.
Differentiator
Problem solved
Functional benefit
Products and services
- Stock Gifts (Easy Button for Stock Gifting) Core platform that enables individual donors to donate appreciated stock to any of 1.5 million+ U.S. nonprofits in minutes. Facilitates DTC stock transfers, handles reconciliation and donor acknowledgment, and converts donated stock to cash proceeds for nonprofits that do not operate their own brokerage account. Free for donors and financial advisors; monetized through transaction fees or subscriptions charged to the nonprofit recipient.
- EasyDAF Embedded donor-advised fund grant module that lets donors initiate DAF grants directly from a nonprofit's website with real-time visibility into grant status. Targets the ~$300 billion held in U.S. DAF accounts and is approved by DAF administrators to meet compliance requirements.
- EasyCrypto Embedded cryptocurrency donation platform that lets nonprofits accept crypto gifts directly from their website. Donated crypto is automatically converted to cash proceeds for the nonprofit with no upfront fees, extending the same Easy Button experience used for stock gifts to digital assets.
- DonateStock Charitable 501(c)(3) back-end service that processes stock gifts on behalf of nonprofits without a brokerage account, sells the donated stock, reconciles the gift, and disburses cash proceeds. Removes the need for nonprofits to maintain their own brokerage infrastructure in order to accept stock gifts.
- Tax Savings Calculator Standalone interactive web tool that quantifies the capital gains tax savings and charitable deduction benefits of donating appreciated stock versus giving cash, used as a top-of-funnel conversion asset for donors and financial advisors.
Quantifiable outcome
- Average stock gift of $5,000 is 30x larger than average online cash/credit card donation
- +2 more outcomes
Companies that use DonateStock
Customer profileNamed customers11 records
Segments3 records
Ideal customer profiles3 records
DonateStock technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
Feature6 records
DonateStock partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- GivzeycorePartnership to elevate donor experiences and grow nonprofit fundraising programs through integrated gift documentation and stock gifting capabilities.
- BlackbaudcoreIntegration partnership with leading nonprofit cloud software provider. DonateStock was selected for Blackbaud's Tech Accelerator Program in January 2023.
- DonorPerfectcorePartnership with DonorPerfect for integrated stock gifting functionality within their nonprofit fundraising CRM platform.
- GiveSmartcorePartnership with GiveSmart by Community Brands to help donors give smarter through integrated stock gifting.
- FunraisecorePartnership to unlock stock gifting for all nonprofits using the Funraise fundraising platform.
- BetterUnitecorePartnership to democratize stock gifting through BetterUnite's nonprofit fundraising platform.
- Giving TuesdayminorPartnership to match $100,000 in stock gifts during Giving Tuesday campaign.
- Wag!minorLaunched Wag! Community Shares Program with pet tech company Wag! and Robinhood to support pet charities. DonateStock issued $630,000 in grants through the program in 2023.
- BonterracoreTechnology partnership with Bonterra, a nonprofit technology company serving nonprofits, public sector, and purpose-driven corporations.
- OneCausecoreIntegration partnership with OneCause, an event and online fundraising platform serving 10,000+ nonprofits.
- GoFundMe Pro (formerly Classy)corePartnership with GoFundMe Pro to enable stock gifting capabilities within the Classy fundraising platform.
- CARSminorPartnership with CARS, a nonprofit organization helping thousands of nonprofits maximize fundraising through vehicle donations.
Scale indicators7 records
Recent moves6 records
Expansion highlights5 records
DonateStock competitors and assessment
Company assessmentDirect peers
- Engiven: Cryptocurrency donation platform enabling nonprofits to receive, convert, and reconcile crypto gifts. Overlaps with DonateStock's EasyCrypto module and competes for the same crypto-philanthropy donor segment.
- FreeWill: Online estate planning and charitable giving platform that helps donors structure wills, retirement, and charitable gifts. Directly comparable as a horizontal charitable-giving technology platform serving both donors and nonprofits, and a potential substitute for non-cash donation flows.
- Charityvest: Online DAF platform offering donor accounts with automated granting, investment, and tax tools. Directly competes with DonateStock's EasyDAF offering and shares the same nonprofit-recipient directory approach.
- Givetide: Stock gifting infrastructure specifically designed to help nonprofits accept, process, and reconcile stock donations. The closest direct competitor on DonateStock's core Easy Button for Stock Gifting product.
- Daffy: Donor-Advised Fund platform enabling donors to contribute cash, stock, and crypto and recommend grants to nonprofits. Overlaps directly with DonateStock's EasyDAF product and competes for the same DAF-grant donor wallet.
- Chariot: Charitable giving platform that enables donors to give stock, crypto, and DAF grants while helping nonprofits receive and reconcile non-cash gifts. Closely mirrors DonateStock's unified stock + DAF + crypto value proposition.
Emerging players
- Givebutter: Modern all-in-one fundraising, CRM, and marketing platform for nonprofits. Competes indirectly by capturing donation flows in cash and digital formats and increasingly adding non-cash rails that could encroach on DonateStock's territory.
- Funraise: Nonprofit fundraising platform with peer-to-peer, event, and donation page capabilities. A current DonateStock integration partner but also a potential bundling competitor if it expands its own non-cash donation features.
Broad incumbents
- Blackbaud: Largest US nonprofit software provider offering CRM, fundraising, financial management, and analytics. Hosts DonateStock through its Tech Accelerator but represents both a critical distribution partner and a long-term platform risk if it builds competing stock-gifting capabilities.
- Bonterra: Nonprofit technology platform serving fundraising, case management, and corporate purpose use cases. A current DonateStock integration partner with sufficient scale and donor data to disintermediate non-cash donation rails if strategically motivated.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
DonateStock social profiles
Digital presenceDonateStock financial estimates
Financial estimateRevenue estimate
Valuation estimate
DonateStock leadership team
Management profileNumber of profiles
Profiles13 records
DonateStock subsidiaries and ownership
Company hierarchySubsidiaries1 record
DonateStock funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DonateStock M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DonateStock
What does DonateStock do?
DonateStock operates a fintech platform that lets individual investors donate appreciated stock to any of 1.5 million+ U.S. nonprofits in minutes, removing the need for nonprofits to maintain a brokerage account. The platform handles DTC transfer instructions, reconciliation, donor acknowledgment, and conversion of stock to cash proceeds, and is extended with EasyDAF (donor-advised fund grants) and EasyCrypto (cryptocurrency donations) modules. Donors and financial advisors use the platform free of charge; nonprofits pay transaction fees of 1.5%–3.9% or fixed subscriptions starting at $79 per month.
Is DonateStock a public or private company?
DonateStock is a private company. It is classified as venture growth investor backed and is currently operating.
When was DonateStock founded?
DonateStock was founded in 2020. It employs 11 to 50 people.
Where is DonateStock based?
DonateStock is headquartered in Houston, United States, in the North America region.
How does DonateStock make money?
Two revenue lines are on record. Nonprofit Transaction Fees are the primary driver. The others are nonprofit Subscription Plans.
Who are DonateStock's main competitors?
Direct peers on record are Engiven, FreeWill, Charityvest, Givetide, Daffy and Chariot. Emerging players are Givebutter and Funraise. Broad incumbents are Blackbaud and Bonterra.
Does DonateStock have an API?
No public API is recorded for DonateStock.
What industry is DonateStock in?
DonateStock's product category is Nonprofit Fundraising Software. Its primary akta.pro industry code is FSAAANAI, Philanthropic & Charitable Trust Services, with a secondary code of BPAGAKAF, Donor-Advised Fund (DAF) Sponsors. Its NAICS code is 8132 and its SIC code is 6199.