Ways to Give

Gifts of Stock

Donating a charitable gift of stock or mutual fund shares is a great way to improve the lives of everyone living with diabetes and receive an end-of-year tax break.

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

Make your stock or mutual fund donation to the American Diabetes Association (ADA):

  • The traditional broker transfer or physical mailing process. Please follow the steps below to learn more.

Questions?

If you have any further questions, please call Tom Merkel at 1-800-676-4065, x-4413 or email TMerkel@diabetes.org' (link sends email)'.

*DTC form: Distributed transaction coordinator is a universal term used in the finance world when transferring stock funds.

The information on this site is not intended as legal, tax, nor investment advice. For such advice, please consult an attorney, tax professional, or investment professional.