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Appreciated Securities
(Details on transferring stock)

How to contribute gifts of securities

Making gifts of appreciated securities need not be complicated. When giving securities, be sure to consult with your financial advisors and/or attorney. Additional time should be allowed for completion of such gift transactions.

The ALS Association can accept securities three ways: online, through DTC transfer, or in certificate form.

Give Securities Online

Click the button below to launch our secure, easy-to-use AssetStream online securities transfer program. We can accept stocks, bonds, and mutual funds online.

Click here to begin:

If you need help completing your online transfer, please call us at (888) 949-2577 so that we can assist you.

Give Securities Electronically (DTC Transfer)

If you do not wish to use our online transfer program, you can ask your broker to transfer securities to The ALS Association through a DTC transfer.

Inform your broker in writing that you wish to give appreciated securities to The ALS Association. Click here to download a sample letter for your use. Be sure to let the broker know when you'd like the transfer made.

Transfer Account Information

For security reasons, we do not publish our brokerage account information online. To obtain The ALS Association's DTC number and Account Number, please contact the Office of Gift Planning at (888) 949-2577, or e-mail us.

You can also contact our broker directly as follows:

Certificates you hold

If you hold the actual stock certificates, you will need to sign a stock power form for each certificate you contribute. You may obtain a stock power from any broker or financial institution. When you sign the power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson.

When mailing the certificates, use two envelopes. In the first envelope, place the unendorsed certificates. In the second envelope, place the completed stock power(s). Send them to us on the same day by certified mail. Our address is:

Mutual funds

You can use our secure AssetStream online program to transfer gifts of mutual funds. Simply click here to begin.

Mutual fund transfers usually take a longer time to transfer as each mutual fund company has its own requirements for making charitable contributions. If you prefer to transfer mutual fund shares offline, contact the customer service department at your company to secure the forms needed. Then call us at (888) 949-2577 ext. 212 to discuss your intent. We may need to create an account with your mutual fund company before the transfer can occur. Allow at least one month for the offline transfer.

Brokers, one more thing, please.

The ALS Association needs to know whom to thank for their generosity. DTC transfers of stock are received by The Association anonymously. Please call the Office of Gift Planning toll-free at 1-888-949-2577, or e-mail giftplanning@alsa-national.org when making a gift of securities on behalf of a client using DTC transfer.

Also, please send a copy of your client's transfer authorization letter to The ALS Association, Attention: Office of Gift Planning, by mail to the address above, or by fax: (818) 880-9006.

For more information

Email us, complete the personal illustration form, or call us at (888) 949-2577 ext. 212 so that we can assist you through every step of the process.