Why Hasn’t the Status of My Stock Gift Been Updated?

We understand it can be concerning when the status of your stock donation hasn’t changed in your Donor Profile. Let’s walk through why this might happen and what you can do.

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Shares Sent Directly to Your Nonprofit’s Brokerage Account
What If My Gift Still Shows as “Initiated”?  |  What If My Gift Still Shows as “In Process”?
What If My Gift Doesn't Appear in My Donor Profile?

Shares Sent Directly to Your Nonprofit’s Brokerage Account

If you donated stock directly to your nonprofit’s brokerage account, Overflow does not have visibility into when the shares were received. In this case, it’s up to the benefiting organization to mark the gift as received. 📥

• ⏳ Timing Tip: Most nonprofits mark gifts as received within 2 weeks of receiving the shares. Some may wait until the following month, once their broker confirms the transfer.
• 💬 If your gift hasn’t been updated by then, we recommend reaching out to the organization directly.

Final Gift Status and Acknowledgment

Your nonprofit is responsible for marking a gift as received and issuing the acknowledgment letter. 📌

• 🧾 While we're here to support you and help follow up, final confirmation must come from the organization for tax purposes.
• 📞 If you’re unsure who to contact at your nonprofit, we recommend calling their office or checking the “Give” page on their website for contact details. We’re also happy to help point you in the right direction!

What If My Gift Still Shows as “Initiated”?

1. 📧 If your Donor Profile shows the status as Initiated, and you’ve already completed the transfer, please send a transfer confirmation from your brokerage to our Support team.
2. 🔄 We're happy to update the status to In Process!

What If My Gift Still Shows as “In Process”?

1. If the shares have left your brokerage account:
   • 📧 If your Donor Profile shows the status as Initiated, and you’ve already completed the transfer, please send a transfer confirmation from your brokerage to our Support team.
   • 📤 We’ll note the date your shares left your brokerage account, so your nonprofit has the details they need to locate the transfer.
2. If the shares have not left your brokerage account:
   • ⏳ If it’s past your brokerage's estimated processing time and the shares haven’t transferred yet, there may be a delay or missing information (e.g., DocuSign signature) needed to complete the transfer.
   • 📧 Please reach out to our Support team for clarification and guidance on the next steps.

What If My Gift Doesn't Appear in My Donor Profile?

If a stock gift request wasn’t submitted on your nonprofit’s donation page before your shares were transferred, your donation won’t automatically appear on your Donor Profile.

To make sure your gift is properly acknowledged, please email our Support team with the following information:

1. Your Information
   • 👤 First and last name
   • 📞 Phone number
   • 📧 Email address
   • 🏠 Mailing address
2. Gift Information
   • 📈 Number of shares and stock ticker(s)
   • 🗓️ Date the shares were transferred
   • 🏦 Brokerage the shares were transferred from
   • Designation (Campaign and subcampaign, if any)