Donate

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: Kate Lenn
1701 North Beauregard Street
Alexandria, VA 22311
Email: klenn@diabetes.org
Phone: 800-676-4065 ext 4403
Fax: 571-432-0836

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 Solomon Smith Barney. Our full account information is listed at the top of our DTC-june-2008.pdfDTC 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: Kate Lenn
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 (PDF)

If you have any further questions, please call Kate Lenn at 1-800-676-4065, x-4403.

 *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.

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