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 ensure your Depository Trust Company (DTC)-eligible free transactions are properly transferred to J.P. Morgan Chase Bank, please include the following information in your stock transfer:
DTC Participant Number – 0902
Credit Account Number – P72500
Credit Account Name – J.P. Morgan Private Bank
To make sure it’s credited to JDRF appropriately, the following ‘For Further Credit’ (FFC) information should be included in the notes/memo/description section of your stock transfer:
Donor First and Last Name
FFC Account Number – E40363005
FFC Account of – JDRF INTERNATIONAL – DONATIONS”
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
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.