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 Gary Curto at 212-479-7551 or email him 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 Merrill Lynch.
26 Broadway, 14th Floor
New York, NY 10004
Merrill Lynch Wealth Management (DTC 8862)
JDRF account # 825-03211
Vice President – Investments
100 Campus Drive, 3rd Floor
Florham Park, NJ 07932
In order to receive a tax acknowledgement, 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. Here is more information on why your gift is so important to JDRF.
Thank you for your generosity – JDRF will put your stock to good use.