Stock Donation

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 Emma Pangilinan-Rosales at at 212-479-7550 or email her at

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.

Contact information


Emma Pangilinan-Rosales
200 Vesey Street, 28th Floor
New York, NY 10281
Phone: 212-479-7550
Fax: 212-479-7596

Merrill Lynch Wealth Management (DTC 8862)
JDRF account # 825-03211
DTC # 8862

Monique van Nispen 
Registered Client Associate 
Merrill Lynch Wealth Management 
100 Campus Drive – 3rd Floor East, Florham Park, N.J. 07932 
Phone: 973-301-7627
Fax 973-679-7468

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.