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How do I contribute stock from my Betterment account?

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Written by Support
Updated over a week ago

Step 1: Log into your Betterment account* and navigate to the Transfers page.

Step 2: Scroll down to select the “Donate to Charity” option under “Other Ways to Transfer.”


​Step 3: From the menu of available charities, select Daffy.

If you don’t have a Daffy account yet, you’ll be prompted to create one. Please use the same email address you use for your Betterment account.

Step 4: Select the Betterment account you want to use to contribute shares to Daffy and the amount you’d like to contribute.

Step 5: Review and confirm your contribution to Daffy.

Please allow 1 business day after your contribution has left your Betterment account to see it reflected in your Daffy account.

Once we receive and liquidate your shares, your Daffy balance will update to reflect the proceeds. You can then log into Daffy and make donations to almost any U.S. charity you’d like to support.

* This feature is only available on Betterment.com. Read Betterment's FAQs for more details.

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