Betterment Charitable Giving will enable you to donate shares with long-term gains that have been held for more than one year from the day of purchase. In the “Give to charity” flow of a specific goal, we will calculate the dollar value of those eligible shares. You can donate any dollar amount you would like up to the eligible amount. Our algorithm will automatically select the shares to give with the biggest potential tax benefit.
You can navigate to the Charitable Giving option by first selecting your appropriate goal within the menu. Next, select "Transfer or roll over" and then "Give to charity."
Note that each additional share purchase (including new deposits, reinvestment of dividends, tax loss harvests) has its own one-year period until it becomes long-term.