Gifts of Securities
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 limitation, and capital gains tax will be completely avoided on these assets.
Basic Instructions for stock transfer
A.) Broker handling the transfer of securities for JDRF.
Randy Dominguez
Merrill Lynch Wealth Management
Vice President – Investments
100 Campus Drive, 3rd Floor Florham Park, NJ 07932
JDRF, account # 825-03211
DTC 5198, Merrill Lynch
Broker contact Info:
Phone: (973) 301-7764
E-mail: Randy.Dominguez@ml.com
Or
Phone: (973) 301-6356
E-mail: Susan.Ivins@ml.com
B.) Required Information needed
- Name and address of donor
- Name of stock to be transferred
- # of shares or approximate value of stock
JDRF contact info:
Gary Curto
26 Broadway 14th Floor
NY NY 10004
PH # 212-479-7551
Fax # 212-785-9595
gcurto@jdrf.org