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Can I give from my retirement account?
Stock + DAF FAQs
Does Overflow support gifts from my brokerage account?
General FAQs

Browse our list of frequently asked questions. If you can’t find the answer you need, or team is on standby.
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.
Yes. Overflow can help facilitate stock gifts from many major brokerage accounts and supports eligible gifts from certain retirement accounts, depending on the donor’s situation. Our donor support team guides givers through each step so your staff does not have to. Visit our Donor Help Center to learn more!
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