Receiving appreciated stock, mutual funds and bonds as donations can be a difficult process for both your donor and your nonprofit organization. Our end-to-end platform makes giving appreciated securities simpler and faster, resulting in larger donations and happier donors. We provide transfers, data, reporting and brokerage under one umbrella.
By allowing BlueChip Giving to focus on the details, your team can focus on donor engagement, increasing donation values and growing your donor network.
Our End-to-End Solution
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Easy Transfers
Simplifying asset transfers from the donor’s brokerage account to the non-profit’s
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Donor Identification
Ensuring each gift is tied to a donor and that they receive acknowledgement or remain anonymous
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Gift Liquidation
Automatically liquidating gifts with best execution with our in-house brokerage
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Reporting
Providing data in one place for donor identification, Fair Market Value and Sale Proceeds exportable into a CRM
Who We Help
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Universities
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Charities
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Foundations
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Museums
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Hospitals
Our Team
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DAVID MORGANTI
Founder
Involved in the financial markets for over 20 years David has a proven track record of partnering with institutions and asset owners, focusing on Endowments and Foundations, for their trading, clearing, and custody activity
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BRIAN ARNONE
Founder
Since 2000, Brian has led, invested in, and advised more than 20 organizations as an executive including bringing technology to customer-facing firms. He is thankful and proud of the work he gets to do with so many amazing nonprofits through his affiliated firms.
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Paula Abbott
Client Relations
Having a successful career spanning over 30 years, Paula has been trusted with the relationships of the nation’s largest institutions, including major universities, to provide white-glove service to their donors and advancement staff
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Jeff Gearhart
Advisor
With over 30 years of experience in banking and capital markets businesses, Jeff was the head for the broker dealer for a leading global custodian. Currently, he provides customized solutions to help institutions, broker-dealers and financial advisors to expand products and services, improve trading, sales processes, operational processes, and operating margins, while mitigating regulatory risks
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Dan Ward, CFA
Advisor
As a senior investment executive with 20+ years of experience, including 15 as the investment lead for a multi-billion dollar university foundation, Dan has a strong record of optimizing portfolio returns, building and directing high performing investment teams and collaborating with cross-functional leaders to execute key strategies. Dan currently provides consulting services to a private company, and is a member of the board of both a real estate company and specialty finance company.