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 Maggie Morris at 332-213-2265 or email her at email@example.com.
Basic instructions for transferring stock to JDRF
To ensure your Depository Trust Company (DTC)-eligible free transactions are properly transferred to Merrill Lynch, please include the following information in your stock transfer:
DTC Participant Number – 8862
JDRF Account Number – 825-03211
JDRF Account Name – JDRF International
To make sure it’s credited appropriately, please include the donor first and last name in the notes/memo/description section of your stock transfer.
VP, Finance and Accounting
Note: for all NSCC-eligible Mutual Funds and other types of securities, please contact Maggie Morris, JDRF Finance Dept at firstname.lastname@example.org to receive the most current transfer instructions.
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.