Help clients make the most of their charitable intentions through Ethic’s Gifting Analysis, a data-driven approach that identifies the most optimal securities to donate, prioritizing tax benefit, values-alignment or both – depending on client preferences. To request a gifting analysis, schedule a call with our client success team here.
- Select securities to gift while managing tracking error
- Optimize for tax efficiency, values or both
- Help clients make the most of their charitable giving
Next Steps
To request a Gifting Analysis, please:
- Place a trade halt on the account through the Ethic Platform (see Advisor Directed Trade Halts section for guidance).
- Email the team at clients@ethic.com with the following details:
- Client Name / Account
- Dollar amount of the gift
- Whether the account will be replenished with cash (and if so, how much)
- Preferred gifting method (optional):
- Optimized (default)
- Flagged Names
- Highest Appreciated Names
- Any additional notes
Ethic’s team will respond within 3–4 business days with the proposed tax lots to gift and the associated tax and tracking error implications. Once your client approves, you can proceed with gifting those shares directly. After completion, lift the trade halt and submit trade instructions for a rebalance.
