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Donate a Gift of Appreciated Securities

  • Stocks, mutual funds, bonds, or any other publicly traded securities can be transferred as gifts.

    The advantages of making a gift of stock

    • The market value of a gift of stock and securities is tax-deductible, just like any other charitable contribution.
    • Giving stock or securities has an additional tax advantage over a cash gift: you avoid capital gains tax on the appreciation of the asset.
    • 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 (see example below).

    How to make a gift of stock

    To arrange a stock transfer, please contact:

    Tim Concannon
    Dana-Farber Cancer Institute
    10 Brookline Place West, Sixth Floor
    Brookline, MA 02445
    Phone: 617-632-3716

    Shares may be transferred electronically to:

    UBS Financial Services Inc.
    Attention: Owen Dugan
    One Post Office Square, 33rd Floor
    Boston, MA 02109
    Phone: 617-439-8521
    Fax: 617-833-5565

    Compare the following three ways you could give using a $10,000 gift as an example:

  • Giving Stock Chart 2019
  • *For which you paid $6,000 and have a $4,000 capital gain
    **This example uses a 24% tax bracket

    Always consult with your tax advisor for specific tax information when giving securities, as certain limitations to deductions may apply.

    Are you a financial advisor?

    If your clients are looking to make a gift of stock, please note Dana-Farber's tax ID number is 04-2263040. Please see our Resources for Advisors for more information.