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  • About Us
    • The Team
    • The Board
    • Our Mission
    • IMPACT >
      • 3-YEAR CUMULATIVE IMPACT REPORT
      • 2024 IMPACT REPORT
      • 2023 IMPACT REPORT
      • 2022 IMPACT REPORT
      • 2021 IMPACT REPORT
      • 2020 IMPACT REPORT
  • Our Programs
    • Love Box >
      • Program
      • Apply to Volunteer
      • Love Box Admin Area
      • Family Referrals
    • Dare to Dream >
      • Program
      • Apply to Mentor
      • D2D Admin Area
      • Youth/Dare to Dream Referrals
    • Support Families On Our Waitlist
    • Research & Outcomes
    • CFM Report
  • Get Involved
    • Love Box Program
    • Dare to Dream Program
    • Student Ambassador Program
    • Partnerships >
      • Business Partnerships
      • Faith Partnerships
      • Other Partnerships
    • Love Shop
    • EMAIL NEWSELTTER
  • Locations
  • Ways to Give
  • Contact
  • Give Now
  • Give Monthly

Giving through financial service organizations


To give anonymously through a financial services organization, donors must notify the intermediary that they do not want any personal details released to the recipient organization.

​In most organizations, there’s a checkbox in the workflow form for the donor to remain anonymous. If that box is checked, the donor's identity would not be disclosed to the recipient organization. 


The contribution may require that the donor has an account with the financial services organization. Generally, no fees are charged to the account holder/donor. The same option for anonymity exists if the contribution is a RMD (Required Minimum Distribution) or a QCD (Qualified Charitable Distribution).

Instruct the intermediary to document that the gift was made by the firm as agent for an undisclosed principal and to request that a tax receipt be issued by the charitable organization that acknowledges that the gift was received from the firm on behalf of an anonymous donor. The firm can then forward the tax receipt to the undisclosed donor.
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Copyright © 2021 National Angels. All rights reserved. Olympic Angels (EIN #84-4233503) is covered as an Internal Revenue Code 501(c)(3) organization as a subordinate under the group exemption of Transformations by Austin Angels (EIN #27-2087142). Documentation here.