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.
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?
- Make us part of your legacy. Name St. Jude Children's Research Hospital as the “payable on death” beneficiary of a mutual fund. Learn more about legacy giving at St. Jude.
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 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
- Planned giving at St. Jude
- Creating a legacy
- Wills and bequests
- IRAs
- Donor-advised funds
- Charitable gift annuities
- Stock
- Cryptocurrency
- Foundations
- Retirement assets
- Life insurance
- Charitable lead trusts
- Charitable remainder trusts
- Bank accounts
- Mutual funds
- Savings bonds
- Outright gift of cash or check
- Real estate
Artwork by St. Jude patient Mabry
Why donate to St. Jude through a mutual fund?
Families never receive a bill for treatment, travel, housing or food — so they can focus on helping their child live.
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.
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.
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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Dedicate a brick or plaque
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See the impact of your gift
The research done at St. Jude is making a difference for children worldwide, and your gift can help us continue our groundbreaking work.
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Legacy giving
Use your will/bequest or other asset - including life insurance, property donations and retirement plans — to build your legacy and support St. Jude.
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Giving for professional advisors
Whether you're an estate planner, attorney or financial advisor, you can help your clients create a lasting legacy through a variety of gift types.
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Our unique operating model
There are great research institutions, great hospitals and great charities — we are all three. Learn more about our unique operating model.
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Read our stories
St. Jude Inspire tells the stories of St. Jude Children’s Research Hospital to inspire trust, hope and faith in the mission that drives us: Finding cures. Saving children.®
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.