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Donate stock to charity

Make us part of your year-end giving plans. Let your charitable dollars make a bigger impact by donating long-term appreciated securities, such as publicly traded stock, bonds or mutual fund shares, to a charity such as St. Jude

Contact Us Access Tax Information

 
 
 
St. Jude patient Colton and his mom

St. Jude patient Colton and his mom

 
 

Are stock donations to charity tax deductible?

Appreciated securities are investments that have increased in value from the time they were purchased. Some individuals and households may be able to take advantage of IRS tax provisions to claim a charitable tax deduction for the full, fair market value of the securities, and you may avoid paying capital gains tax on the transfer. 

Instead of selling your investments and donating the after-tax cash proceeds, donating stock to a charity like St. Jude Children's Research Hospital allows you to increase your gift and tax deductions. A gift of stock made before December 31 of a calendar year may reduce your tax burden for the year you give. Your financial advisor can explain the possible tax benefits depending on whether the stock has appreciated or lost value since the time you acquired it.

Explore the step-by-step guide to donating stock to St. Jude.

Can I make a charity like St. Jude the beneficiary of stock in my will?

Yes, you can donate stock as part of your legacy. If you plan to make a bequest of stock to a non-profit like St. Jude, consult an estate planning attorney. Learn more about legacy giving at 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 Mikayla

St. Jude patient Mikayla

 
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

 
 
 

Gifting stock to charity: A step-by-step guide for St. Jude

 
  1. Choose what type of stock and how many shares you want to donate.
  2. Gather account information and wiring instructions for St. Jude.
  3. Download and fill out the Stock Transfer Form for St. Jude
  4. Contact your financial institution to request the transfer.
  5.  Contact us to inform us of your gift.
  6. Look for a tax receipt and acknowledgement letter from St. Jude to ensure your gift was processed.
  7. Report the stock donation when you file your tax return. Access our tax information.
 
 

Why donate stock to St. Jude?

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 if stock or another type of planned gift is 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.
 
 

You’ll need to know the name of the stock and its ticker symbol if it is publicly traded stock. If it is non-publicly traded stock, please contact us at (800) 395-4341.

Please make sure your advisor or broker has the following wiring instructions:

  • DTC ID #0226 for further credit to St. Jude Children’s Research Hospital Account #003-314773 at First Horizon Advisors.

Please contact us in advance at (800) 395-4341 or giftplanning@alsac.stjude.org to inform us that you are gifting stock to St. Jude in order to receive your tax receipt. Download our Stock Transfer Form to get started.

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