Other Ways to Give

Overflow’s Information Security Program follows the criteria set forth by the SOC 2 Framework, a widely respected information security auditing procedure. Overflow does not have access to nor store any brokerage account usernames or passwords. They use Yodlee, a third party provider, that handles the brokerage login process. Over 600 companies including PayPal, Mint, and Amazon use Yodlee to connect their clients’ accounts.

Cryptocurrency can be donated just like other appreciated assets such as stocks. Instead of selling your cryptocurrency and donating the after-tax proceeds, consider donating your cryptocurrency directly to e3 Partners. You will be eligible for a tax deduction equal to the fair market value of the donated cryptocurrency and the appreciation in the value of the donated asset will not be subject to capital gains taxes.

Cryptocurrencies that are compliant and accepted within the United States are available to give through Overflow’s crypto donation processing platform. Please refer to The Giving Block website for an up-to-date list of supported cryptocurrencies.

Overflow can process all whole shares of publicly traded stock, including from retirement accounts (401K, 403b, Roth IRA, and Traditional IRA). However, donors will incur a tax penalty if they remove retirement funds early (before age 59.5) and some employer-sponsored retirement plans will not allow early fund distribution at all. Because of these restrictions and potential penalties, we highly recommend consulting your tax professional before donating these types of assets. If you decide to proceed, Overflow’s concierge services will work with you directly to facilitate the transfer of these assets.