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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 Advisors

Account # 1900-4282
DTC # 0141
Account Rep: Jackie Andrews
Telephone: 415.222.1811 

To ensure that Institute on Aging accurately acknowledges your gift, or if you have any questions about making a gift of stock, please contact Sherry Hultner, Director of Development, by calling 415.671.8799 or emailing shultner@ioaging.org.