How to submit a Charitable Donation Request
Please login and click “Help” in the lower left corner on Web or tap "Client Support" on Mobile .
When prompted to “Ask a question” you can enter that you’d like to complete a "Charitable donation."
You’ll then be walked through the steps to ensure your account is prepared for the request and enter the details tied to the request to get your Charitable Donation request submitted. This will then be passed to our team for processing.
Frequently Asked Questions
Can I donate from any M1 account type?
M1 supports Charitable Donations from all taxable brokerage account types, excluding custodial accounts. IRA charitable donations are supported as well.
Can I donate partial shares?
No, only full shares can be transferred as part of a Charitable Donation transfer.
Ex: If you own 10.4 shares of AAPL, you can donate 10 shares, but the remaining .4 shares cannot be donated.
Are there fees associated with charitable donations?
Yes, there is a $25 per security fee for Charitable Donations. Ex: If you are donating 13 shares of AAPL and 10 shares of AMZN, you will be charged $50, or $25 per security.
Please ensure you have the $25 fee per security available in you invest account cash balance and that Auto Invest is turned off so the funds are not automatically invested. You can find the steps to turn off Auto Invest here.
Brokerage accounts on the M1 platform are either fully disclosed to APEX Clearing or cleared through M1 Finance LLC. Please look at your account statement to determine how your account is cleared.
All investing involves risk, including the risk of losing the money you invest. Past performance does not guarantee future performance. Using margin can add to these risks. Users utilizing APEX cleared margin accounts should review the APEX margin account risk disclosure before borrowing. Users utilizing M1 cleared margin accounts should review the M1 margin account risk disclosure before borrowing. M1 Margin Loans are available on margin accounts with at least $2,000 invested per account. Not available for Retirement or Custodial accounts. Margin rates may vary.
Brokerage products and services are offered by M1 Finance LLC, Member FINRA / SIPC, and a wholly owned subsidiary of M1 Holdings, Inc.
Advisory products and services are offered by M1 Advisory Services, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Advisory services are distinct from the brokerage products and services offered by M1 Finance LLC. Clients receiving advisory services must also maintain brokerage accounts with M1 Finance LLC, which is a separate legal entity and a Member FINRA/SIPC. For important information about M1 Advisory Services, LLC, including fees, services, and conflicts of interest, please review our Form ADV Part 2A and Form CRS
This content was generated using artificial intelligence and is intended for informational and educational purposes only. While reasonable efforts are made to ensure accuracy, AI-generated outputs may omit key context; and should not be construed as financial, investment, legal, or tax advice. Users should independently verify all information and consult a qualified professional before making any financial decisions.
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