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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 Investments

Account # 1900-4282
DTC # 0141
Account Rep: Carol A. Hurn
Telephone: 415.396.2370

To ensure that Institute on Aging accurately acknowledges your gift, or if you have any questions about making a gift of stock, please contact Shabana Siegel, Vice President of Philanthropy, by calling 415.750.4156 or emailing ssiegel@ioaging.org.