Gifts of stock—the savviest way to give charitably

Drive bigger gifts from your most affluent donors, and allow them to take full advantage of the tax benefits.

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How it works

1

Share with supporters Use our tool both in person and in mass outreach to introduce your donors to QCD giving

2

Sit back and relax The EcoWill software helps your supporters prepare the documents to transfer stock

3

Get data and alerts Track your campaign performance and receive updates with gift details

Ready to hear more? Contact us!

A huge opportunity

Gifts of appreciated stock and exchange-traded funds are often larger than cash gifts, and donors typically derive a greater tax benefit from giving them. But only 1 in 4 eligible donors gives appreciated assets because they don't know the benefits and the process can seem too complex.

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Tracking gifts is a breeze

Our data and analytics tools allow you to track gifts even before donors send their paperwork to their brokerage. That means you can steward them as they complete the gift—and you’ll know that the transfer is coming to your account. Gone are the days when a new security appears in your brokerage account without warning or donor information!

Save your donors time

Our intuitive, step-by-step web tool makes giving appreciated assets easy. A gift that once took hours can now take as little as 7 minutes!

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Lets start conversation!

If you work for a nonprofit organization and would like to know how EcoWill can work for you, please get in touch with our team by filling out this form.

One of our team members will reach out to you in the next couple of days to learn more about how we can help and also to schedule a time to show you how our products work.

In the meantime, feel free to review some resources our partners have found interesting:

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    Things to know

  1. Some lawyers in person charge $5,000 $10,000 for their professional work. Why not just pay your attorney for 15 mins to an hour of for their legal experience to review and critique your wishes that are truly clear. Eco wills helps cuts through the complicated red tape so an attorney can't screw you too much.
  2. Some websites charge 100's of dollars for writing a will.
  3. But we do recommend you get legal advice and more costly help for persons with a complicated Trust or large Estate.
  4. What was the most wonderful experience You ever had in your life? Wouldn't you like to be able to pass that type of possible setting and experience on to others! When you write your will you can appoint someone or some group to try to replicate that scenario. Maybe that experience was you actively participating and helping other individuals or animals. What Gives life the most meaning to you? Write carefully Your will so that your legacy will be heard around the world.
  5. Please have your documents reviewed by your local legal expert.
  6. Laws change and may vary from state to state.