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 firstname.lastname@example.org.
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 JP Morgan.
VP, Finance and Accounting
JDRF Account number: E40363005
All Depository Trust Company-eligible free transactions should be directed to:
JPMorgan Chase Bank, N.A.
DTC Participant Number 0902
Credit Account Number – P72500
FFC Account Number – E40363005
FFC Account of – JDRF INTERNATIONAL – DONATIONS
Michael Barbarulo (JDRF’s broker)
Vice President and Global Investment Specialist
390 Madison Avenue, Floor 25
New York, NY 10017
Phone: 212 464 0887
Note: for all NSCC-eligible Mutual Funds and other types of securities, please contact Rob King, JDRF Finance Dept at email@example.com 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.