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.






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.




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




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.







