Gifts of Securities
Donate stocks
Donating a charitable gift of stock or mutual fund shares is a great way to improve the lives of a loved one with diabetes and receive an end-of-the-year tax break.
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 method 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 *Distributed Transaction Coordinator (DTC) form (PDF) to enter this information and return it via fax, email or regular mail to:
American Diabetes Association
Attn: Tom Merkel
2451 Crystal Drive, Suite 900
Arlington, VA 22202
Email: tmerkel@diabetes.org
Phone: 571-432-4413
Step 3: Method of delivery
Choose the American Diabetes Association'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 Morgan Stanley Graystone Consulting. Our full account information is listed at the top of our DTC form.
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: Tom Merkel
2451 Crystal Drive, Suite 900
Arlington, VA 22202
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.
If you have any further questions, please call Tom Merkel at 1-800-676-4065, x-4413.
*DTC Form: Distributed Transaction Coordinator (DTC) is a universal term used in the finance world when transferring stock funds.
The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.