How do I donate shares from my Betterment account?

Log into Betterment and from the navigation menu, select the taxable investment goal you wish to donate from. 

Once you've reached your goal Overview, select "Transfer or rollover" and choose “Give to charity.” You can then specify how much you would like to donate and to which partner charity you would like your donation to be directed.

After the gift is initiated, you’ll be prompted to make an optional deposit, which would replace the donated shares to keep your goals on track, and potentially avoid a rebalance.

Please note that we currently do not support donations from crypto accounts. We’ll be sure to monitor customer requests for this ability as we may be able to offer it in the future.