Stock, Mutual Funds and Donor-Advised Funds

Donor-Advised Funds

Consider donating to the Prevent Cancer Foundation today through your donor-advised fund or connect with your financial advisor to open a new one.

What is a donor-advised fund?

A donor-advised fund (DAF) is essentially a charitable investment account set up for the sole purpose of supporting charities. It allows individuals to contribute cash, stocks, or other assets into the fund and receive an immediate tax deduction. Those funds are invested for tax-free growth and the individual can recommend donations to charities of their choice over time. These funds allow you to easily put your charitable dollars into action and support the Prevent Cancer Foundation.

How do donor-advised funds work?

DAFs can be easily set up through your financial institution or a community foundation to serve as a flexible charitable giving vehicle. To make things even easier, use the DAF Direct widget below to recommend a gift to the Prevent Cancer Foundation through your donor-advised fund. You’ll be asked to pick your DAF institution (works with Fidelity Charitable, Schwab Charitable, and BNY Mellon, pick the organization to which you’d like to contribute) and enter the desired donation amount. When you’re finished, you’ll click “Next” to complete your recommendation. If you have a donor-advised fund through an institution that does not work with DAF Direct please visit your institution’s website or contact your financial advisor.

Don’t forget to notify us!

Consider donating to the Prevent Cancer Foundation today through your donor-advised fund or connect with your financial advisor to open a new one.

When you make a gift to the Prevent Cancer Foundation through your donor-advised fund, we do not automatically receive any donor information. To ensure that you receive a proper acknowledgement of your gift, please reach out to Lorelei Mitrani at Lorelei.Mitrani@preventcancer.org o 703-519-2102 once the gift has been made.

Additional questions? Contact Lorelei Mitrani at Lorelei.Mitrani@preventcancer.org o 703-519-2102.

Gifts of Stock & Mutual Funds

Your gift of appreciated securities, mutual fund shares or bonds to the Prevent Cancer Foundation provides you with significant tax benefits through a charitable income tax deduction. It is an easy way to help save lives and save money on taxes. Follow the steps outlined below to initiate your gift.

1. We recommend you consult your tax or financial professional for advice before making a stock or mutual fund gift.
2. Contact Lorelei Mitrani at Lorelei.Mitrani@preventcancer.org o 703-519-2102 to convey your intent to give and request the detailed gift instructions. Those instructions will include the appropriate account codes for your broker to use and a contact person for any technical transfer questions. There is no donor information transmitted with an electronic stock transfer—so connecting with us ahead of time helps us process the donation in a timely manner and provide you with proper acknowledgment.