Fund groundbreaking research and provide valuable information to families living with diseases of the mind and sight.

Planned Giving

Resources for Donors

Download our free Estate Planning Guide, sign up for our weekly Enewsletter, or find out what types of assets make the best planned gifts.

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Gifts of Stock, Bonds, & Mutual Funds
Tax ID Number 23-7337229

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Alzheimer's Disease Research, Macular Degeneration Research, National Glaucoma Research or BrightFocus Foundation.

Gift of Stock and Bonds
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

Let us know you are making a stock gift

Please email us at [email protected] with the following:

  1. Donor's name
  2. Designation(s) of gift
    • Alzheimer's Disease Research
    • Macular Degeneration Research
    • National Glaucoma Research
    • BrightFocus Foundation
  3. Name of security and number of shares

Gifts of Stock & Bonds

Account Information: J.P. Morgan
Account Name: BrightFocus Foundation- Donations DTC#: 0902
Credit Account Number: P72500 FFC Account Number: U27148003

*Please include your name on the memo line*

Gifts of Mutual Funds

Please contact Liam Osbourne for further instructions [email protected] | 212-464-2121
The following is needed to provide custom transfer instructions:

  • Contra Firm Name
  • Contra Firm Account #
  • Ticker
  • # of Shares

*Please include your name on the memo line*

J.P. Morgan Contact Liam Glass [email protected] Tel: 212-464-5541
J.P Morgan Private Bank 390 Madison Ave. Floor 26 New York, NY 10017

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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Popular Giving Strategies

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

Learn More