Streamline your gift management with Overflow
Overflow is crafted to save your team countless hours in managing gifts, providing expert tools and reliable data.
Advanced analytics
Easily manage your gifts and understand your numbers with our robust giving dashboard—your perfect home base to pull metrics, see trends, and forecast future revenue.
IRS compliance
Reduce stress and errors with auto-generated, customizable, IRS-compliant documents and gift acknowledgment letters. Review and send with a click of a button.
Dedicated migration team
From platform migration to ongoing support, access a team of experts that can readily answer questions and ensure a smooth experience for your givers and admin team.
Enhanced Giving Options
Empower your members with diverse giving methods, including stock, crypto, and round-ups, providing flexible and modern ways to support your mission.
The numbers speak for themselves
Overflow customers have not only seen 100% of their donor value migrated, but an increase in donations within the first 8 weeks.
- 12%Increase in giving per year after migrating to Overflow
- 2.5xdonations made through Overflow compared to the national giving average
Overflow Tap
Instant connection
Your donor can tap their phone against the seat in front of them and instantly connect with you.
Customize your artwork
Easily upload your own art to create a white-labeled experience for your givers.
Increase interaction
Use the tap to connect congregants to your give page, an event registration, a community group signup—wherever you want them to go.
Maximize efficiency
Decrease the work for your staff after events. When congregants check in online, there’s no need for manual data entry.
Save money
With Tap, there’s no need for printing bulletins, connection cards, and envelopes. These devices pay for themselves over time.
- 50xmore engagement
One of our customers tested our Tap Technology against the traditional method: QR codes and giving envelopes. QR codes generated 41 interactions. Tap technology generated 2,087.
Frequently asked questions
Overflow is a digital solution for donating almost any asset to your favorite nonprofits in minutes. Overflow allows your dollars to go further by offering some of the most tax-efficient ways to give. Overflow makes it easy to give what you want, how you want.
Yes. Overflow's Information Security Program is SOC 2 Type 2 compliant and follows strict criteria set forth by the SOC 2 Framework, a widely respected information security auditing procedure. Overflow does not have access to nor stores any brokerage account login information. For security and data privacy measures, Overflow uses Yodlee, a third-party provider, to handle the brokerage account login process. Over 600 companies including PayPal, Mint, and Amazon use Yodlee to connect their clients’ accounts.
Overflow is a digital solution for donating almost any asset to your favorite nonprofits in minutes. Overflow allows your dollars to go further by offering some of the most tax-efficient ways to give and the lowest processing fees on the market. Overflow makes it easy to give what you want, how you want.
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. If you are interested in giving a coin that you don't see supported, please email support@overflow.co. It is sometimes possible to facilitate your donation off-platform depending on the type of coin and gift value
Overflow supports the transfer of any publicly-traded stock that is exchanged on the US stock market. Overflow also supports the transfer of ETFs and Mutual Funds, but there may be brokerage-imposed restrictions on the transfer depending on the fund and gift value. If that is the case, Overflow’s concierge services will work with you directly to understand the restrictions and implications.
Donating appreciated stock that you've held for over a year could allow you to save up to 20% in capital gains taxes and potentially up to 37% in federal income taxes on the charitable donation value of your gift based on your tax bracket when itemizing deductions. To understand the full tax benefits of giving appreciated stock, including potential state tax savings, please consult with your tax professional for information about your personal tax implications.
A donor advised fund (DAF) is a specialized financial account used for charitable giving. It allows individuals to make a charitable contribution, receive an immediate tax deduction and then make grants to 501(c)(3) organizations over time. The money in a DAF can also grow tax free and be donated at any time in the future - there are no time limits or distribution requirements for DAFs today.
The main benefit of a DAF is the ability to make a donation and take an immediate tax deduction for it while waiting to decide how the donation should actually be used. While the donation is irrevocable, it can grow tax-free in the DAF via investment while the decision is being contemplated.
Now that you know more about DAFs and their benefits it’s time to initiate the donation! Simply click the Donate from DAF button on your nonprofit’s give page or select the Donate from DAF option as a payment method within the cash donation experience.
It depends! 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.
Overflow currently offers account connections with most major brokerages including Charles Schwab, Fidelity, and E*Trade. If Overflow does not have a direct connection with your brokerage, you can still initiate your stock gift through our manual online flow, which you will be prompted to enter if your brokerage is not directly supported. You can also choose to opt in to Overflow's concierge, fully-guided stock donation service by emailing stockgifts@overflow.co.