Appreciated securities or mutual fund shares that you’ve owned for more than one year are excellent charitable gifts. You’ll receive a charitable income tax deduction and avoid capital gains taxes.
How to Donate Stock
Each stock gift we handle strengthens our programmatic work while providing tax benefits for supporters. Follow these step-by-step instructions to help you take advantage of this gift planning opportunity:
1. If you have stock held by a broker, give your broker the following information to transfer a gift of stock to iMentor:
- Bank Name: JPMorgan Chase Bank, N.A.
- Account Name: iMentor Incorporated
- DTC Number: 0902
- Credit Account Number: P72500
- FFC Account Number: B88018001
- Tax ID: 30-0105507
2. Either you or your broker MUST contact [email protected] or call (646) 797-4428 with the name of the donor, stock name, and the number of shares being transferred. This ensures the gift is properly credited and acknowledged.
3. To expedite a tax acknowledgment, please also include a reference/memo in your DTC stock transfer that includes the name of the donor.
How to Donate Other Securities
To donate mutual fund shares or other securities, please contact [email protected] for details.
Charitable Bequests
Estate planning can be critical for not only protecting your loved ones, but also securing a strong legacy of charitable support that can make a long-lasting impact for nonprofit organizations. We hope that you’ll consider us in your planned giving arrangements, and please feel free to reach out to [email protected] for further information if you are interested in making a charitable bequest to iMentor.
iMentor gratefully accepts donations in many forms.
To donate by phone, please call: 646-797-4428.
To donate by mail, please send payment to:
iMentor, 199 Water Street, 8th Floor, New York, NY 10038.
To donate via wire-transfer, stock, or securities, please email [email protected].
Please contact [email protected] to make iMentor your Donor Advised Fund charitable designation or to discuss charitable bequests.
To donate to the iMentor region (Baltimore, Bay Area, Chicago, National, or NYC) of your choosing, please email [email protected] to let us know the details of your donation so that we can ensure your gift is designated to the correct region.
For all inquiries on making a donation, please email [email protected] or call: 646-797-4428.
iMentor is a 501(c)(3) tax-exempt organization and all donations are tax-deductible to the fullest extent of the law. Should you need to reference iMentor’s tax-id number, it is 30-0105507.
