Gift of Stock

Help us transform pancreatic cancer into a curable disease while enjoying tax benefits of a stock donation! When you donate appreciated securities (stock, mutual funds or bonds), you may avoid capital gains tax which can be a significant savings for highly appreciated assets. Learn more and donate stocks with Lustgarten’s free and secure online resources powered by FreeWill.

Alternatively, make a gift of stock through your broker:

  1. If you don’t want to initiate the transfer online and would prefer to have your broker to make the transfer manually, please provide the following information to your broker:
    • Financial Institution: JPMorgan Chase
    • Account Name: Marc Lustgarten Pancreatic Cancer Foundation
    • Account Number: E67688003
    • DTCC Number: 0902
    • Credit Account Number: P72500
    • FFC Account Number: E67688003
    • Tax Identification Number (EIN): 31-1611837
    • Reference: Donor Name or Donor Company
      • (Including your name will ensure the gift is correctly attributed to you)
  2. Complete the Notice of Gift of Stock below to let us know the gift is in process.
  3. Please ask your broker to notify us at [email protected] when the transfer is made so that we may expedite your acknowledgment.

Notice of Gift of Stock

(i.e. IBM common stock)
MM slash DD slash YYYY
Donor Address

Broker Details

Questions about your gift?

1-866-789-1000 (toll-free)
[email protected]

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