Gifts of appreciated stock or mutual funds are another great way to give to JDRF. You get an income tax deduction for the full fair market value of securities you have owned more than one year—subject to the usual limitations—and capital gains taxes will be completely avoided on these assets.
To transfer securities to JDRF, please contact Jimmy Chan at 212-479-7676 or email him at email@example.com.
Basic instructions for transferring stock to JDRF
To transfer your stock to JDRF, you’ll need the following information:
- Your name and address (or that of donor)
- Name of stock to be transferred
- # of shares or approximate value of stock
For more information about giving to JDRF before calendar year end through stock, IRAs or Donor Advised Funds, please see information from our partners at Merrill Lynch.
26 Broadway, 14th Floor
New York, NY 10004
Merrill Lynch Wealth Management (DTC 8862)
JDRF account # 825-03211
Monique van Nispen
Registered Client Associate
Merrill Lynch Wealth Management
100 Campus Drive – 3rd Floor East, Florham Park, N.J. 07932
In order to receive a tax acknowledgment, JDRF must also be contacted with gifting instructions and address where to send a tax letter.
If you have questions about how the tax reform impacts your stock donations to JDRF, we recommend you speak to your financial planner or tax attorney.
Thank you for your generosity – JDRF will put your stock to good use.