Stock donations drive increased support to fight Alzheimer’s disease
Donating appreciated stock to the Alzheimer’s Association is an easy and smart way to help fight Alzheimer’s disease while receiving potential tax benefits. Zenith Society members Scott and Mary Ferguson are an excellent example of having a great impact through giving while lowering their tax burden. The Fergusons purchased Tesla Motors stock at $17 per share; when it hit $160 per share, they donated $100,000 worth of the stock to the Association in support of our Alzheimer’s research program.
Fighting Alzheimer’s with your gift of stock
The Alzheimer’s Association’s work to advance care, support and research has always been powered by generous people like you. Donating your stock or securities is an excellent way to support our mission while providing you with potential tax benefits.
It is safe and easy to transfer securities electronically from your account to the Alzheimer’s Association’s account.
Here’s how to donate your stock:
- Please notify the Alzheimer’s Association
Notify us in advance of your stock transfers so that we can instruct our broker to accept delivery of your gift and acknowledge it properly for income tax purposes. You can e-mail, fax or mail the Stock Gift Form to:
Alzheimer’s Association
Attn: Juana Rico/Development
225 North Michigan Ave., Fl. 17
Chicago, IL 60601-7633
Phone: 312.335.5195
Fax: 866.765.2683
Email: jrico@alz.org - Inform your broker
Let your broker know that you would like to make a stock gift to the Alzheimer’s Association. Provide your broker with the Stock Gift Formor the following information:
Broker: Mesirow Financial
Account Name: Alzheimer’s Association
Account Number: 49224188
DTC Number: 727
If you have any questions, please call Juana Rico at 312.335.5195.
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