How to Donate ETFs from

Betterment has become the first modern advisory platform to introduce a donor-advised fund to its customers and advisors. Betterment’s 900,000+ customers can now easily contribute low-cost-basis securities and donate to more than 1.7M U.S. charities through Daffy.
Here’s how ‪@BettermentInvesting‬ customers can start donating ETFs today 🛠️
0:00 1️⃣ Log into your account on Betterment.com.
0:03 2️⃣ Navigate to the Transfers page and scroll down to select “Donate to Charity”.
0:13 3️⃣ Select “Continue” and continue to Daffy.
0:26 4️⃣ Select the Betterment account.
0:29 5️⃣ Select the amount you’d like to contribute to Daffy and see your potential tax savings.
0:34 6️⃣ Review and confirm your transfer.
0:40 7️⃣ If you already have a Daffy account, you’re done! We’ll notify you when the shares are attributed to your account.

If you don’t have a Daffy account, you’ll be prompted to create one using a dedicated Betterment referral link.

Once your shares are received, liquidated, and deposited into your Daffy account, you can log in to make donation recommendations to nearly any U.S. charity.

Learn more ➡️ daffy.org/resources/betterment