Donate Stock & Mutual Fund Shares

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Donating a charitable gift of stock or mutual fund shares is a grea...

Stock or mutual fund donations are particularly attractive if they have increased in value since the beginning of this calendar year -- you will receive a charitable deduction for the value of the donated shares, and you will not have to pay any capital gains tax on the increased value of the donated shares.

To help you facilitate a gift of stock to the American Diabetes Association, please use the following instructions.

Step 1: Initiate Transfer
There are two common methods of gifting Securities to the American Diabetes Association. The first is Electronic transfer by which your broker can transfer shares to the American Diabetes Association using our DTC number. The other involves physically mailing the paper certificates to the American Diabetes Association. Either method is acceptable, but it is necessary for you to contact your broker to initiate the transfer.

Step 2: Notification of Donor Intent
In order for the American Diabetes Association to properly acknowledge a gift of stock, upon receipt, it is important that we are notified in advance by the donor or transferring broker of the following:

Donor's name and complete address
Name and number of securities transferred
Date of transfer
Restriction on gift (if any)
Download the *DTC form (PDF) to enter this information and return it via fax, email or regular mail to:

American Diabetes Association
Attn: Claire Lee
1701 North Beauregard Street
Alexandria, VA 22311
Email: [e-mail]
Phone: [phone] , x-4277
Fax: [phone]

Step 3: Method of Delivery
Choose ADA's brokerage account open for accepting electronic transfers, or choose the mail delivery option below:

A. Securities Delivered Electronically
The American Diabetes Association brokerage account open for accepting electronic transfers is with Solomon Smith Barney. Our full account information is listed at the top of our DTC form (PDF).

B. Securities Delivered by Mail
If registered in the name of the American Diabetes Association, please send the certificate(s) via registered mail to:

American Diabetes Association
Attn: Claire Lee
1701 North Beauregard Street
Alexandria, VA 22311

If the certificate(s) are in your name, please endorse the back of the certificate to sign it over to our organization. Send this with completed stock power, in separate envelopes, via registered mail to the address above.

Download a Stock Power Form here (PDF).

If you have any further questions, please call Claire Lee at 1-800-676-4065 , x-4277.