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Donate Stock, Funds & IRAs

You can make an impact for Dana-Farber's patients through these easy and tax-efficient giving options.

  1. Get Involved
  2. Ways to Give
  3. Donate Stock, Funds & IRAs

Would you like to maximize your impact on patient-first cancer care and research while also meeting your financial goals? Discover the simple, tax-smart way to give that works best for your goals.

Interested in exploring tax-efficient gifts such as life income gifts and beneficiary designations? Visit our planned giving site. 

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Donor-Advised Funds (DAFs)

DAFs are charitable savings accounts that offer flexibility to decide how much and how often money is granted to Dana-Farber.

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Individual Retirement Accounts (IRAs)

People 70½ or older can make a tax-free gift to Dana-Farber directly from their IRA.

Donate Stock

Gifts of appreciated stock or mutual funds provide benefits like eliminating capital gains taxes, income tax charitable deductions, and more.

To arrange a stock transfer, please contact: 

Dana-Farber Cancer Institute 
10 Brookline Place West, 6th Floor 
Brookline, MA 02445 

Email:
DFCIAsk_DevFiscal@dfci.harvard.edu  
Phone: 617-632-3019

Please provide the following: 

  • Name of the security
  • Number of shares for each security
  • Purpose(s) of the gift (how to direct the funds)
  • Any special handling details (pledge payment, tribute, etc.) 

Not communicating the above may lead to delays in identifying, crediting, and acknowledging your gift. 

Shares may be transferred electronically to: 

The Leland Group 
Merrill Lynch, Pierce, Fenner & Smith Inc. 
Attn: Vickie Curran 
500 Cummings Center, Suite 1600 
Beverly, MA 01915 

Phone: 978-921-6729

  • DTC number: #8862
  • Account number: #5YF-02196 Dana-Farber Cancer Institute
  • Dana-Farber’s tax-exempt ID number: #04-2263040

For mutual fund transfers, please contact Vickie Curran at Vickie.Curran@ml.com.

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