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 invest in Institute on Aging by donating stock, please have your broker contact Wells Fargo Investments:
Wells Fargo Advisors
Account # 1900-4282
DTC # 0141
Account Rep: Jackie Andrews
To ensure that Institute on Aging accurately acknowledges your gift, or if you have any questions about making a gift of stock, please contact Jonathan Bernstein, Vice President of Philanthropy, at 415.801.9363 or Jonathan.Bernstein@ioaging.org.