Gift of Stock Instructions

Idaho Diabetes Youth Programs gratefully welcomes gifts of stock. Donors may avoid capital gains taxes by transferring stock directly to our organization. In most cases, a request to your financial advisor is all it takes to make this transaction happen.

If you have questions, please contact our office and we can support you: 208-891-1023 ext. 0

Step 1

Contact Your Broker.
  • Ask your broker to initiate a transfer from your account to Idaho Diabetes Youth Programs’ account.
    There will likely be forms for you to sign.
Idaho Diabetes Youth Programs (dba Hodia) information.
  • Account number: A41476978
  • Account Name: Idaho Diabetes Youth Programs
  • DTC #(if needed to send to Pershing): 0443 Pershing, LLC
  • Tax ID: 31-1565651

Step 2

Contact us.
What you can expect
  • You will receive a tax receipt directly from our office usually 1-4 weeks after the date of transfer.
  • We cannot reflect the full dollar amount of the donation on the tax valid receipt per IRS guidelines.
  • For valuation purposes, we use the average of the high and low price on the date of donation. You can obtain the historical prices for the stock donated from any financial website.
  • Your gift will remain confidential unless you would prefer otherwise.

If you need further assistance, please call our office at (208) 891-1023 ext. 0.


Do you have questions regarding donating gifts of stock? Please use the form below and we’ll get back to you shortly!

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