Process Stock Donations with Ease
Stock gifts are beneficial for investors because the appreciated holdings are not taxed. However, the process is often cumbersome, slow, and inefficient. Cocatalyst simplifies all the steps involved, and has a robust platform to deliver cash to charities. Non-profits don’t need to accept stock themselves, we send a check.
Our goal is to help donors optimize giving to make the most impact.
This page explains the Cocatalyst Advisor program. Here’s how it works:
Benefits
Cocatalyst is free for Donors, Influencers, Financial Planners, Advisors, and Wealth Management Firms to use.
Financial Planners, Advisors, and Wealth Management Firms can add higher value to clients through Cocatalyst. We provide an easy to use experience for making stock donations, automated technology to simplify front and back office work for stock transfers, and immediate tax donation receipts.
Influencers (such as bloggers, software sales representatives, etc), Commission Based Financial Advisors, and similar are also eligible for our Advisor Referral program. Sign up to learn more.
Sign Up
What
After submitting, we’ll send you a Jumpstart link that you can place in social media, physical circulars, internal tools, or process documents to start the donation process. The link will be in the format https://cocataly.st/[your choice of tag].
Additionally, we’ll set up a HTML Jumpstart button that you can use on your website. A preview of the button is below:
Whenever a donation is made through your Jumpstart button or link, you will be credited with the Cocatalyst Advisor for the donation.