Gifts of Stock and Securities
Donating appreciated securities is a win-win for both you and ALS TDI! You will receive full market
value of the stock as a charitable deduction, and avoid a capital gain tax.
You may donate securities to ALS TDI by notifying your broker that you wish to transfer them to the
ALS Therapy Development Institute. This is called a DTC transfer. To ensure you are properly credited and acknowledged for
the gift, you or your broker must advise ALS TDI of the gift by sending a letter to:
Roxanne Murden
ALS TDI
480 Arsenal Street
Suite 201
Watertown, MA 02472
The letter should include the following information:
- Name of the donor.
- Address.
- Name of the person the donation is in honor of.
- Type of stock and number of shares given.
- Date the gift was made.
- Mean market value of gift on the day it was given, if known.
ALS TDI has an account with:
Merrill Lynch
Account Name: ALS Therapy Development Fnd.
Account Number: 818-04161
DTC Number: 8862
Gift date: the date the stock arrives in ALS TDI account.
Thank you for your support of the ALS Therapy Development Institute. If you have any questions
regarding a stock transfer, please call Roxanne Murden at 617.441.7200 or email at
rmurden@als.net