Donate
Giving to Institute on Aging
Gifts to IOA power services and resources that enable older adults and adults with disabilities to age with independence, dignity, and joy. Give now to ensure that the future is something to look forward to, at every age.
Institute on Aging is a 501(c)(3) public charity. Tax ID 94-2978977
Ways to Give
Make a Gift Today
Online
By Mail
Make checks out to Institute on Aging or IOA and send to:
Institute on Aging
Attention: Philanthropy
3575 Geary Boulevard
San Francisco, CA 94118
By Phone
To make a gift by credit card over the phone, contact Jocelyn Chavez at 415.379.2657
Donor Advised Funds, Private Foundations & Individual Retirement Accounts
Grants from DAFs, private foundations and qualified charitable distributions from IRAs are
accepted and encouraged for annual donations.
Gift of Stock or Wire Transfer
To ensure that Institute on Aging accurately acknowledges your gift, or if you have any questions about making a gift of stock or by wire transfer, please contact Samantha Delson, Senior Director of Philanthropy, by calling 415.750.4106 or emailing sdelson@ioaging.org
Gift of Stock
Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may be your best way of maximizing tax savings and meeting your annual charitable giving goals.
If you would like to support Institute on Aging by donating stock, please have your broker contact National Financial Services:
National Financial Services
Account # BHS-303049
DTC # 0226
Account Name: Institute on Aging
Wire Transfer
If you would like to support IOA by wiring funds, please send your donation to:
City National Bank
Account # 075295286
Routing # 122016066
Account Name: Institute on Aging
Planned Gifts
A planned gift may provide a way for you to make the gift of a lifetime while at the same time provide significant benefits for you and your loved ones. Through your will, trust, retirement plan or other deferred gift, you can plan gifts in ways that have little or no impact on your present financial position.
The most common planned gift at the Institute on Aging a charitable bequest. Bequests can be unrestricted, allowing IOA the flexibility to use your gift where it is most needed, or restricted, allowing you to specify how your gift is to be used. Please call our office to discuss a restricted bequest. Following is suggested language that may be useful to you and your attorney.
SPECIFIC DOLLAR OR RESIDUARY BEQUEST “I bequeath $X (or X% of my residuary estate) to the Institute on Aging, a California non-profit corporation in San Francisco (Tax ID # 94-2978977).”
We can help you find a gift strategy that achieves your philanthropic and personal goals. Contact Samantha Delson at 415-750-4106 or sdelson@ioaging.org to learn more.
The information contained herein is offered for general informational and educational purposes and is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.
Events
Join IOA’s benefit events as a sponsor or attendee!
Annual Gala
IOA’s annual “Joining Hearts, Changing Lives” gala will take place May 1, 2025. Sponsorships are now available – click here for more information, and be sure to take a look at the video below for a highlight reel of the 2024 event!
Cable Car Caroling
Cable Car Caroling took place December 7, 2024. Click here to view the photos, and stay tuned for information on the 2025 event!
For more information about sponsoring or attending an event, click here or contact Samantha Delson at 415.750.4106 or sdelson@ioaging.org.
Thank You
IOA is deeply grateful for the generous individuals, foundations, and corporations whose gifts help to advance our mission of enhancing the quality of life for aging adults and adults living with disabilities, enabling them to maintain their health, well-being, independence, and participation in the community.
For More Information
For more information, contact:
Samantha Delson
Senior Director of Philanthropy
415.750.4106
sdelson@ioaging.org
