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.