IRA and Stock Donations

Cash, Stock, Assets Moffitt Foundation

Change Lives and Lower Your Taxes

An IRA charitable rollover or donating stocks or bonds to Moffitt are great ways to help accelerate scientific advances in cancer research and receive tax benefits. 

If you'd like to reach out to Moffitt about IRA or Stock distributions, please contact (813) 745-1403 or email

IRA Charitable Rollover

If you are 70½ years of age or older you can transfer up to $100,000 from your individual retirement account (IRA) directly to Moffitt to support cancer research and patient care. You do not pay income taxes on these distributions, and they can be used to satisfy all or part of your required minimum distribution. In addition, because the transfer is tax-free and does not involve a charitable deduction, you can benefit even if you do not itemize your deductions. 

For more information about IRA Charitable Rollover please reach out to Mandy Donohue at (813) 745-1403 or

Gifts of appreciated securities (stocks, bonds, and mutual funds)

When you donate appreciated securities held more than one year such as stocks, bonds or mutual funds to support cancer research, you receive added tax benefits, including: 

  • A charitable contribution deduction based on the full fair market value of the securities
  • Avoidance of the capital gains tax that would otherwise be due when you sell the appreciated stock, bonds, or mutual funds 

To make your donation go even further, you can fund a charitable gift annuity or charitable remainder trust with your appreciated securities. This may allow you to avoid all or a large portion of the capital gains tax and receive an income for life for you or for a loved one, all while supporting research and bringing hope to cancer patients for many years to come. 

If you are concerned about the timing of your gift, please be sure to work closely with your broker or mutual fund company to ensure that the shares are transferred in a timely manner. Mutual funds usually take a little longer to transfer, as each mutual fund company has its own requirements for making charitable contributions. Allow at least one month for the transfer. 

Cash gifts or wires

Cash donations can be made outright in a single installment or as a pledge to be fulfilled over a period of one to five years. A cash gift may entitle you to a charitable deduction of up to 50 percent of your adjusted gross annual income with a carry-over provision of up to five years, should the value of your gift exceed 50 percent of your adjusted gross income. 

Prefer to make a gift via wire transfer? For wire transfer instructions please contact us at (813)745-1403 or 

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your benefits.


give today


By donating, you’re bringing hope and courage to our patients when they need it most.

give today


Moffitt Cancer Center Foundation
12902 Magnolia Drive
Tampa, FL 33612
1-800-456-3434, ext. 1403
Financials & Stewardship   |   Donor Privacy   |  State Nonprofit Disclosures Please call 1-800-456-3434, ext. 1403, or email us at, if you wish to have your name removed from the list to receive fundraising requests to support Moffitt Cancer Center in the future. Upon receiving your request, we will use all reasonable efforts to remove you from future mailings. Florida is the official place of business for the Moffitt Cancer Center Foundation. A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling 1-800-435-7352 toll-free within the state or online at Registration does not imply endorsement, approval or recommendation by the state. Florida Department of Agriculture & Consumer Services registration number CH-4675. No percentage of contributions is retained by a professional solicitor; Moffitt Cancer Center Foundation receives 100% of all donations. Your gift is tax-deductible to the extent allowed by law.