Donate Stock to CCFA

December is a great time of year to give a gift of stock to CCFA. Your gift of appreciated stock will not only help us achieve our mission-critical goals, but it is also an easy, tax-smart way for you to give to us. When giving appreciated stock, you'll receive a charitable income tax deduction for the full fair market value of the stock or mutual fund, and you'll avoid capital gains tax. It's a "win-win" gift for both you and CCFA!

Becasue electronic transfers often arrive with no donor name attached, we ask that when donating stock you contact the Foundation at 646.943.7449 with your name and the number and type of shares of your donation. This allows us to attribtue your gift correctly, send you the proper tax documentation, and thank you for your generosity and support.

If you have the stock in a brokerage account:
Step 1:  Write a letter to your broker asking him to transfer XX number of shares of XX stock into CCFA's name.  In the letter include the stock's name and symbol, number of shares being transferred, donor name and the name of the firm sending the transfer.  Include the following information:
  Merrill Lynch
  Account number: 85704N92
  Account name: Crohn's & Colitis Foundation of America
  DTC: #5198
  CCFA Tax ID: 13-6193105

Please indicate whether your gift is to be directed to a specific event or program. 

Send your letter to:
The Barrett Group
Merrill Lynch
2 World Financial Center, 40th Floor
New York, NY 10281
212.236.5096 (phone)
212.236.4690 (fax)

Step 2: Send a copy of your letter of instructions to:
Crohn's & Colitis Foundation of America, Inc.,
386 Park Avenue South, 17th Floor
 New York, NY  10016-8804
ATTN: Sandra Andersson

If you prefer, you can fax it to 212-779-4098 or email it to sandersson@ccfa.org.  It is important that you let us know you are making this gift, as electronic transfers often arrive with no donor name, and without your notification we will be unable to send you the proper tax documentation for your gift. 

If you hold the stock certificate:
Step 1:  Sign a stock power for each certificate and have your signature medallion guaranteed. 
Then mail the stock power and the stock separately.  This is to ensure against fraud if the
envelope is lost.  Include a letter requesting transfer into CCFA's name.

All donors receive an acknowledgment of your gift in the mail, which includes the date that CCFA received the gift and the value of the stock on that date.

If you have any questions, please contact 646.943.7449

For Wire Transfers instructions, contact 646.943.7449 or info@ccfa.org.

updated 12/6/11