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.
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.
- 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.
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
- Donor-advised funds
- Charitable gift annuities
- Retirement assets
- Life insurance
- Charitable lead trusts
- Charitable remainder trusts
- Bank accounts
- Mutual funds
- Savings bonds
- Outright gift of cash or check
- Real estate
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.
When St. Jude opened in 1962, childhood cancer was considered incurable. Since then, St. Jude has helped push the overall survival rate from 20% to more than 80%, and we won't stop until no child dies from cancer.
Every child deserves a chance to live their best life and celebrate every moment. When you support St. Jude, you help give kids with cancer around the world that chance. Together, we can save more lives.
Tax ID Number:
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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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 firstname.lastname@example.org, call (800) 395-1087, or fill out the form below, and a St. Jude representative will contact you.