Thank you for considering stocks, bonds and mutual fund shares as part of your charitable giving.
For securities transfer instructions, please refer to this form.
If you have additional questions or need assistance, please contact Eunice E. Hong, Director of Philanthropy at ehong@cancercare.org.
How It Works
You can make a gift of appreciated securities—publicly traded stocks, bonds and mutual fund shares—to CancerCare while avoiding capital gains tax, diversifying your portfolio and/or securing a stream of income.
• You transfer appreciated securities to CancerCare.
• CancerCare sells the securities and uses the proceeds to fund our critical work.
How You Benefit
• You receive credit and an immediate income tax deduction for the fair market value (average high and low prices on the day of the transfer).
• You avoid capital gains tax.
Transfer Instructions
Cancer Care Inc. – Gift Processing Securities Delivery Instructions
DTC Eligible Securities
DTC# 0443
Pershing, LLC
For Credit to account #: N7M100475
Client account name: Cancer Care Inc.
Fed Eligible Securities
ABA# 021-000-018
Bank of NY/Pershing
For Credit to account #: N7M100475
Client account name: Cancer Care Inc.
Physical Securities, Mutual Funds and Foreign Security Gifts
Physical Certificates and the required paperwork will be sent directly to Pershing LLC., our clearing broker dealer.
Please contact Jorja Watts at (412) 234-0439 or Nate Miller at (412) 234-6318 of BNY Mellon Capital Markets to check on the ability to accept the mutual fund and coordinate delivery and additional instructions.
*Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible.
Thank you for supporting CancerCare!
CancerCare’s EIN # is 13-1825919