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 National Financial Services:
National Financial Services
Account # BHS-303049
DTC # 0226
Account Name: Institute on Aging
To ensure that Institute on Aging accurately acknowledges your gift, or if you have any questions about making a gift of stock, please contact Samantha Delson, Director of Philanthropy, by calling 415.750.4106 or emailing firstname.lastname@example.org