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.

There are two common methods of gifting securities to the ADA. The first is electronic transfer by which your broker can transfer shares to the ADA using our distributed transaction coordinator (DTC) number. The other involves physically mailing the paper certificates to the American Diabetes Association (PO Box 7023, Merrifield, VA  22116). Either method is acceptable, but you must contact your broker to initiate the transfer. 

In order for the ADA 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 mail to:

American Diabetes Association
PO Box 7023
Merrifield, VA 22116
Attn: Tom Merkel, Senior Manager

Choose the ADA's brokerage account open for accepting electronic transfers or choose the mail delivery option below:

A. Securities Delivered Electronically
The ADA’s brokerage account that is 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 ADA, please send the certificate(s) via registered mail to: 

American Diabetes Association
PO Box 7023
Merrifield, VA 22116
Attn: Tom Merkel, Senior Manager

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

Download a Stock Power Form (PDF)

Questions?

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

*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.