Planned Giving

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Donating Stocks and Securities

Thank you for your interest in supporting Smile Train through a stock donation. Appreciated securities are perhaps the most cost-effective assets to use in making a gift. When you transfer ownership of long-term holdings to Smile Train, Inc., you receive a charitable deduction for their full market value — and you incur no capital gains tax (subject to IRS deduction limits).

Because electronic transfers are made without identifying the donor, please alert us in advance about the stock and number of shares you plan to give. You can do so by emailing or calling Nick McGann at 646.751.3243.

According to IRS regulations, the date of your gift corresponds to the date it arrives in our possession (for transfers from brokerage account to brokerage account). Following is the information necessary to transfer stock to our account:


Brokerage Firm: Merrill Lynch
Our Account Name: Smile Train, Inc.
Our Tax ID Number: 13-3661416
Our Account Number: 850-03495
Broker DTC Number: 8862


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