How to Set Up Stocks and Crypto

 Enable Stocks & Crypto

1. Go to your Admin Portal
2. Click you organization logo
3. Click Settings
4. Click Non-Cash Items
5. Toggle on Stocks and/or Crypto

Confirm the Giving Page Display

1. Once enabled, go to the org’s giving page:

   1. https://{shortName}.mywell.org/give

2. The giver should see a payment type toggle with:

• • Bank/Card
  • Stocks — if STOCK_GIVING is enabled
  • Crypto — if CRYPTO_GIVING is enabled

If neither Stocks nor Crypto is enabled, the toggle will not appear.

What happens after a gift is submitted

When the giver submits a Stock or Crypto gift:

1. My Well creates a transaction.
2. The transaction starts as: PENDING
3. A non-cash detail record is attached to the transaction with the Engiven gift ID
4. My Well sends:
   • Giver notification
   • Admin notification
5. As the transaction moves through the process the status updates. Here are the different statuses: 

Settlement Payout Behavior

When Engiven sends final value information, My Well creates a daily settlement payout for the org.

Stocks

A stock gift can create a payout when:

•  Disbursement  Is In Process or Paid
• Engiven provides a gross USD value

Crypto

A crypto gift can create/join a batch when:

• Transaction is Confirmed
• Engiven provides a gross USD value

The settlement batch stores the non-cash transaction type as either:

• STOCK
• CRYPTO