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Donating mutual funds to charity

If you have a mutual fund and are looking to donate the proceeds to a charity like St. Jude, you may qualify to receive a charitable deduction.

Contact Us Access Tax Information

 
St. Jude patient Vanessa

St. Jude patient Vanessa

 
 

What is a mutual fund?

A mutual fund is an investment vehicle that pools money from multiple investors. The money is  invested in securities and managed by a professional advisor.

How do I give a charitable gift through a mutual fund?

OR

  • Close your mutual fund account, and donate the funds to St. Jude.

ALSAC/St. Jude Children’s Research Hospital does not provide tax, legal or accounting advice.  This material is prepared and made available to you for informational purposes only and is not intended to provide or be relied upon for tax, legal or accounting advice.  You should always consult a tax professional to determine your particular tax benefits that may result from any particular type of gift to charity.

St. Jude patient Capri

St. Jude patient Capri

 
Celebrations at St. Jude

St. Jude patient Lily celebrates at her No More Chemo party after completing chemotherapy at St. Jude.

 

Have you left St. Jude in your estate plans?

We want to honor your generosity in a special way. Please let us know so that we can show our gratitude and better plan for the future.

 
 

Explore planned giving options

 
 
 

Artwork by St. Jude patient Mabry

 
 

Why donate to St. Jude through a mutual fund?

No bill icon
 

Families never receive a bill for treatment, travel, housing or food so they can focus on helping their child live.

 
 
Twenty to eighty icon
 

Treatments invented at St. Jude have helped push the overall childhood cancer survival rate from 20% to more than 80% since it opened in 1962. St. Jude won't stop until no child dies from cancer.

 
 
Children icon
 

St. Jude shares its discoveries with doctors and scientists in your community and around the world, so every child saved at St. Jude means thousands more children are also saved.

 
 
 
 

Please use the following legal name and tax identification:

 

ALSAC/St. Jude Children's Research Hospital
501 St. Jude Place
Memphis, TN 38105

 
 

Tax ID Number:
62-0646012

We are a tax-exempt, charitable institution listed in the Federal Internal Revenue Service Publication #78, "Cumulative List of Organizations," revised IRS Code 501(c)(3).

 
 

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We're here to help

Our Gift Planning department has a representative in your area who can provide further information or help you prepare the right questions to ask your financial advisor to determine what type of planned gift may be right for you. Email giftplanning@alsac.stjude.org, call (800) 395-1087, or fill out the form below, and a St. Jude representative will contact you. 

 
Fill out my online form.
 
 
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