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Resources for Advisors

  • As a vital partner in our work, we encourage you to use these resources to help your clients develop impactful charitable gift strategies. Please also remember to notify us if your clients include Dana-Farber or the Jimmy Fund in their estate plans so that we can welcome them into our Dana-Farber Society. We also encourage you to contact Dana-Farber's Philanthropy Office with any feedback about how we can improve our partnership.

    Legal organization name: Dana-Farber Cancer Institute, Inc.
    Located in: 450 Brookline Ave, Boston, MA 02215
    Federal tax ID number: 04-2263040

    Transferring securities

    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

    Bequest language

    The following language can be added to a will or estate plan to create a bequest gift:

    "I bequeath (a specific dollar amount/____percentage or the entire residue of my estate) to Dana-Farber Cancer Institute, Inc. 450 Brookline Avenue, Boston, Massachusetts 02215 (for cancer research and patient care, or for a specific purpose important to you)."

    Dana-Farber's Impact

    If your clients would like to learn how Dana-Farber is leading the way in cancer research and care, please encourage them to visit the About Us page on


    Please contact Dana-Farber's Philanthropy Office at 617-632-6099 or email James Shannahan.