Donating stock to charity

Let your charitable dollars make a bigger impact by donating stock to a charity, such as St. Jude.

How to Donate Download Stock Transfer Form

 
St. Jude patient Everly smiling in a portrait

St. Jude patient Everly

 
 

Benefits of donating stock to charity

Donating stock to a charity has benefits for both donors and nonprofits.

What are the tax benefits of donating stock to charity?

Donating stock directly to a charitable organization, like St. Jude, can increase the amount of money received by the charity while reducing tax burden for the donor. When you donate appreciated securities (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. This means you may avoid paying capital gains tax on the transfer.

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.

How does a charity benefit from a stock donation?

Another benefit of donating your stocks directly to a charity is that the charity can receive a larger donation than if you donated the cash from the sale of those stocks. When you donate stock to a charity, you typically do not have to pay taxes on the gains of the stock.

 
 

How to donate stock to charity: a step-by-step guide for St. Jude

 
 
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Step 1

 

Choose what type of stock and how many shares you want to donate

You will need to know the name of the stock and its ticker symbol if it is a publicly-traded stock. For nonpublicly traded stock, please contact us at (800) 395-4341.

 
 
 
 
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Step 2

 

Contact your financial institution to request the transfer

Provide your advisor or broker with the following wiring instructions:

DTC ID #0226 for further credit to St. Jude Children’s Research Hospital

Account #003-314773 at First Horizon Advisors

 
 
 
 
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Step 3

 

Contact us to inform us of your gift

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. 

 
 
 
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Step 4

 

Look for a tax receipt and acknowledgment letter for St. Jude

You will receive an acknowledgment following your donation to confirm your gift was processed.

To claim the tax benefits of donating stock to St. Jude, report the stock donation when you file your tax return.

 
 
 
 
 

Complete Our Stock Transfer Form

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.

 
 
Outdoor photo of St. Jude supporters Peggy and Rick Federico

St. Jude supporters Peggy and Rick Federico give through their appreciated stock.

 

We were considering divesting ourselves of some appreciated stock, and rather than selling it and paying taxes, it made sense for us to utilize that as our contribution to St. Jude. There is no better hospital for children battling cancer.

- Rick and Peggy Federico, who gave to St. Jude through their appreciated stock assets to maximize their impact and support St. Jude patients and families.

Read Rick and Peggy's Story

 
 

Give stock through your institution

Click on the institution name that holds your stock account to give to our lifesaving mission: Finding cures. Saving children.®

 
 
 

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).

View the IRS Determination Letter.

 
 

Why donate to St. Jude?

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Families never receive a bill from St. Jude for treatment, travel, housing or food — so they can focus on helping their child live.

 
 
Twenty to eighty icon
 

When St. Jude opened in 1962, childhood cancer was considered largely 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.

 
 
Children icon
 

Every child deserves a chance to live their best life and celebrate every moment. When you support St. Jude, you can help make cures possible for kids with cancer. Together, we can save more lives.

 
 
 
 

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 what type of planned gift may be right for you.

Email stock@stjude.org, call (800) 395-1087, or fill out the form below, and a St. Jude representative will contact you. 

Are you a financial advisor, estate planner or attorney? Call (800) 837-2757, email advisor@alsac.stjude.org or fill out this Advisors form instead.

 
Fill out my online form.
 
 

Have you left St. Jude in your will or estate plan? 

As an acknowledgment of your generosity when you give a gift to St. Jude through your will or estate plan, you become a member of the Danny Thomas – St. Jude Society, and we recognize your commitment to the mission of St. Jude in a variety of ways.

Learn How We Honor Your Generosity Explore More Planned Giving Options

 
St. Jude patient Aspen makes a heart symbol with her hands
 

St. Jude patient Aspen

 
 

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Donating stock to increase commitment to finding cures

Rick and Peggy Federico smile for an outdoor portrait.

St. Jude supporters Rick and Peggy Federico

For Rick and Peggy Federico, the commitment they have made to St. Jude was inspired by hearing the story of St. Jude patient Amris, a 9-year-old girl who spoke at a St. Jude event with her family.

Despite having been diagnosed with a very difficult-to-treat form of brain cancer, Amris inspired Rick and Peggy with her great resolve and gratitude for advances that had given her many more years with her family—advances made possible by St. Jude supporters.

“I was moved to actually become a St. Jude supporter,” Rick says, “and it was directly related to that young girl.”

Rick, the former CEO of P.F. Chang’s China Bistro, is now retired but still serves on several boards including the Domino’s Board of Directors. The family’s support has included helping fund the new St. Jude patient housing facility, The Domino’s Village.

By making a gift of stock to St. Jude, the family was able to maximize their generosity.

“We were considering divesting ourselves of some appreciated stock, and rather than selling it and paying taxes, it made sense for us to utilize that as our contribution to St. Jude,” Rick says.

With five children and eight healthy grandchildren, supporting St. Jude is one way they show their gratitude. Now living in Arizona, the Federicos continue their dedication to children’s causes, including support for St. Jude as well as their own charitable foundation to help children and families in Haiti.

A year after Rick visited St. Jude, he learned that Amris, the girl whose story had moved him to donate, had tragically passed away. It was a difficult reminder that childhood cancer remains the leading cause of death by disease in U.S. kids. And survival rates globally are much worse. In many countries, only 1 out of 5 children who develop cancer will survive.

Her memory motivates the Federicos in their continuing support for St. Jude, where research and clinical trials are ongoing in the quest to cure even the most difficult childhood diseases.

“There is no better hospital for children battling cancer,” Rick says. “We love helping to support the mission.”

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