How To Donate Appreciated Assets Like Stock (DTC Transfer Instructions)
Thank you for your interest in donated appreciated assets like stocks and mutual fund shares to The Leapfrog Group. We are excited to offer this as an option to our donors. Gifts of marketable stocks or mutual fund shares that have appreciated can have an immediate impact for our programs while creating a favorable income tax deduction for you, based on the assets' current value.
Your gift will trigger giant leaps forward in the safety, quality and affordability of U.S. health care by using transparency to support informed health care decisions and promote high-value care.
Stock gifts are recognized at the realized value of the stock on the date of the transfer. To contribute to our brokerage account, please give these instructions to your broker and complete the form below so we can confirm the transfer and provide you with an appropriate donation receipt:
Merrill Lynch DTC (stock transfer) Instructions:
· DTC # 8862
· Receiving DTC Brokerage Firm: Merrill Lynch Wealth Management
· Account Name/Registration: The Leapfrog Group
· Account Number: 7WD02957
Please contact Karen Jupiter at Kjupiter@leapfrog-group.org if you have any questions about making a gift of stock or mutual funds.