Stock & IRA Donations

Give a gift of stocks!

There are so many creative ways to make an impact at Epilepsy Foundation New England! Please see below for information on donating stocks as well as IRA Rollovers.

Stock Donation Instructions:

Donating stock is an easy and effective way to support EFNE while helping to improve the lives of people living with epilepsy! Stock donations may also provide an opportunity to increase your gift to the Foundation while realizing additional tax benefits. In fact, giving appreciated assets is one of the most tax-efficient ways to make charitable donations.

Please consult your broker or tax advisor to determine if a stock donation is right for you.

Please use the below information for donating stocks:

Epilepsy Foundation New England
175 Cabot Street
Suite 301
Lowell, MA 01854
EIN: 22-2505819

For DTC Delivery

Account Name: Epilepsy Foundation New England, Inc.
Account Number: 60617259
DTC Number: 0062
Please provide Donor Name and Cost Basis

Brokerage Contact:

For physical stock certificates:
Please send an email to @email

Please notify Epilepsy Foundation New England when you have completed your stock transfer request to your broker. When you inform us of your stock gift, with your name, we can then send you a tax receipt for your records. If you do not notify us, we may not know who the donated stock came from.
You can notify us with a physical letter to the above listed address or with an email to @email

IRA Rollover

An IRA rollover allows people 70½ and older to reduce their taxable income.

With an IRA rollover, you can reduce your taxable income by making a gift directly from your IRA. This type of gift is an excellent way to make a huge and immediate impact for our organization and the people we serve.

What are the benefits of an IRA charitable rollover?

  • Avoid taxes on transfers of up to $100,000 from your IRA to EFNE.
  • Make a gift that is not subject to deduction limits on charitable gifts.
  • Help people with epilepsy lead more independent, fulfilling lives.

How does an IRA charitable rollover work?

  • Contact your IRA plan administrator to make your gift.
  • Your IRA funds will be directly transferred to EFNE to help us provide care and services to people with epilepsy.
  • Please note, IRA charitable rollover gifts don’t qualify for a charitable deduction
  • Contact us if you would like your gift used for a specific purpose.