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How Sharely works

Sharely embeds tax-smart giving, local impact insights, and donor analytics — directly inside your app.

How Sharely works

Sharely embeds tax-smart giving, local impact insights, and donor analytics — directly inside your app.

How Sharely works

Sharely embeds tax-smart giving, local impact insights, and donor analytics — directly inside your app.

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Step 1
Step 1
Step 1

Let your users invest as usual

Marketing, in-app alerts, push notifications, and social campaigns inform your users about the new giving feature.

Marketing, in-app alerts, push notifications, and social campaigns inform your users about the new giving feature.

Marketing, in-app alerts, push notifications, and social campaigns inform your users about the new giving feature.

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Step 2
Step 2
Step 2

They select impact themes they care about

The user picks the causes they care about, which shape where their donations make an impact.

Climate change

Climate change

Climate change

Education

Education

Education

Global health and disease

Global health and disease

Global health and disease

Gender equality

Gender equality

Gender equality

Economic opportunity

Economic opportunity

Economic opportunity

Hunger and malnutrition

Hunger and malnutrition

Hunger and malnutrition

Step 3
Step 3
Step 3

Turn their cash, gains, or stocks into in-app donations

Turn their cash, gains, or stocks into in-app donations

Turn their cash, gains, or stocks into in-app donations

They can give using a part of their gains, stocks, or cash. Each month, a set percentage of realized gains or cash can go to donations automatically, and each month they’ll see suggested stock or cash donations they can approve.

They can give using a part of their gains, stocks, or cash. Each month, a set percentage of realized gains or cash can go to donations automatically, and each month they’ll see suggested stock or cash donations they can approve.

They can give using a part of their gains, stocks, or cash. Each month, a set percentage of realized gains or cash can go to donations automatically, and each month they’ll see suggested stock or cash donations they can approve.

Stocks

Stocks

Cash

Cash

Capital gains

Capital gains

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Step 4
Step 4
Step 4

They track, celebrate, and share their impact

Users can track their impact directly in the app through detailed impact reports and engaging reels, and they can easily share highlights on social media to inspire their friends.

Ready to build loyalty through impact?

Turn your finance app into a place for investing and impact, and integrate Sharely in weeks, not months.

Ready to build loyalty through impact?

Turn your finance app into a place for investing and impact, and integrate Sharely in weeks, not months.

Ready to build loyalty through impact?

Turn your finance app into a place for investing and impact, and integrate Sharely in weeks, not months.