Transfer Shares of Stock
Make A Bigger Impact for Pancreatitis Patients by Giving Stock
Make your charitable dollars go further by donating appreciated securities, such as publicly traded stock, bonds, or mutual fund shares, to Mission: Cure.
How to Transfer Shares of Stock
- Option 1
DTC or Electronic Transfer
Please notify Linda Martin at lmartin@mission-cure.org with your intention to donate securities prior to initiating the transfer of securities to the Mission Cure Inc. Our account is held at First Republic Securities Company LLC (FRSC). Prior notification is critical to identifying your gift of securities, as donor information does NOT transmit through the DTC system.
Broker Instructions to deliver securities to our brokerage account at FRSC:
| Deliver To | First Republic Securities Company LLC |
| DTC | 0443(Clearing through Pershing LLC) |
| Account Number | 33L251544 |
| Account Name | MISSION CURE INC |
| Reference | {Donor Name-Year } or {Anonymous } |
- Option 2
Mutual Fund
Please contact Gloria Wong at First Republic Securities Company at onlinebrokerage@firstrepublic.com.
The following information is required:
| Account Number | |
| Share Quantity | |
| Symbol | |
| Donor Name | {Donor Name-Year } or {Anonymous } |
| Financial Institution |
Your donation will NOT be complete until you notify Mission Cure Inc of your intent to donate securities, and until shares are received in the Mission Cure Inc First Republic Securities Company (FRSC) Brokerage account.
Why Donate Stock?
More Ways To Donate
Frequently Asked Questions
Appreciated securities are 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, and you may avoid paying capital gains tax on the transfer.
Instead of selling your investments and donating the after-tax cash proceeds, donating stock to a charity like Mission: Cure allows you to increase your gift and tax deductions. A gift of stock made before December 31 of a calendar year may reduce your tax burden for the year you give. 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.
Mission: Cure is a 501(c)(3) tax-exempt organization and your gift is tax-deductible to the fullest extent allowed by U.S. law. No goods or services were provided in exchange for this contribution.
Our federal tax identification number is 84-3043384.
Yes, you can donate stock as part of your legacy. If you plan to make a bequest of stock to Mission: Cure, consult an estate planning attorney. Learn more about legacy giving here.
Please email Megan Golden at mgolden@mission-cure.org if you have any questions about donations. You can also reach a member of our team by phone at (401) 375-2873.
A copy of our latest annual report may be obtained, upon request, either from our organization or the NYS Attorney General’s Charities Bureau, 28 Liberty St, New York, NY 10005