Donate a Gift of Stock

Make a gift of stock or securities to support our lifesaving mission.

The advantages of making a gift of stock

• You may be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
• Reduce or even eliminate federal capital gains taxes on the transfer.
• A gift of stock or securities could increase the value of your gift to Dana-Farber and the Jimmy Fund at a decreased cost to you.

How to make a gift of stock

Step 1: Contact Dana-Farber

Dana-Farber Cancer Institute
10 Brookline Place West, Sixth Floor
Brookline, MA 02445
Phone: 617-632-3019
Email: DFCIAsk_DevFiscal@dfci.harvard.edu

Please provide the following:

• Name of the security
• Number of shares for each security
• Purpose(s) of the gift (that is, how to direct the funds)
• Any special handling details (pledge payment, tribute, etc.)

Not communicating the above may lead to delays in identifying, crediting, and acknowledging your gift.

Step 2: Contact your broker and provide the following:

The Leland Group
Merrill Lynch, Pierce, Fenner & Smith Inc.
Attn: Vickie Curran
500 Cummings Center, Suite 1600
Beverly, MA 01915
Phone: 978-921-6729

• DTC Number: #8862
• Acct Number: #5YF-02196 Dana-Farber Cancer Institute
• Dana-Farber’s Tax-Exempt ID Number: #04-2263040

For Mutual Fund Transfers, please contact: Vickie Curran at Vickie.Curran@ML.com.

Your support helps to defy cancer

Here are a few examples of how, with your support, Dana-Farber is changing cancer research and care:

• Dana-Farber played a critical role in developing nearly one in four FDA-approved cancer drugs in the last ten years
• Our total patient care model serves physical, emotional, and spiritual needs of patients and families
• Dana-Farber pioneered Profile, one of the broadest and most comprehensive enterprise-level, patient-based cancer genomics projects in the world

Are you a financial advisor?

Please see our Resources for Advisors for more information.