Donor Advised Funds and Stock Gifts
One of the most advantageous ways to contribute to Arthritis Foundation is through a gift of stock. Gifting stock is simple and offers valuable financial benefits:
- You can donate appreciated stocks
- The total value of the stock upon transfer is tax-deductible
- There is no obligation to pay any capital gains taxes on the appreciation
To contribute stocks, simply instruct the institution where stocks are held to transfer the shares to Arthritis Foundation account at JPMorgan Chase Bank, N.A. and contact Stephen B. Price at (404) 926. 2620 or Stephen.firstname.lastname@example.org using the following codes:
Arthritis Foundation Account Information:
DTC Participant Number: 902
Credit Account Number: P72500
FFC Account Number: B34577001
FFC Account of: Arthritis Foundation Inc – Gift Clrng
Donor Advised Fund
What is a Donor Advised Fund?
A donor-advised fund (DAF) is a type of giving program allowing you to combine the most favorable tax benefits with the flexibility to easily support the Arthritis Foundation. Your financial advisor can help you learn how to set up a DAF.
Put your donor-advised fund to work.
Put your donor-advised fund to work with grants to the Arthritis Foundation. With your generous support, you are helping change the future of arthritis. The Arthritis Foundation provides tools and resources that make living with arthritis easier. We also fund arthritis research and engage in advocacy to break down barriers to accessing quality health care. We’re in the business of changing lives and instilling hope – and a sense of home – for the 54 million Americans who battle this disease.
You can select monthly grants, one-time grants, annual grants or add the Arthritis Foundation as a beneficiary of your fund.
Recommend a gift today
If you currently have a donor-advised fund through Fidelity Charitable, Schwab Charitable, or BNY Mellon Charitable, you may use DAFDirect. Otherwise, select your financial institution below and log into your account to request a grant. If your donor-advised fund is not listed below, contact your financial advisor or fund manager to recommend a grant for the Arthritis Foundation.
Mail donor-advised fund grants with your donor intent to:
1355 Peachtree St. NE
Atlanta, GA 30309
You can also name the Arthritis Foundation as the beneficiary of your fund to ensure that your support of the Foundation continues. You can make the Foundation the beneficiary of all or a portion on your fund. In addition, you can leave instructions for your fund’s successor advisor to make grants to the Arthritis Foundation long after you are gone.
Please use the following legal name and tax identification:
Arthritis Foundation, Inc Tax ID 58-1341679
Please contact us to inform the Arthritis Foundation about your gift so we can acknowledge that you’ve added us to your estate plans. You can call us at toll-free 866-528-8687 or contact us if you have any questions.