Gift of Stock
Make a gift of stock
A gift of stock is one of the simplest and most tax-savvy ways to support us.
Just transfer appreciated securities (stocks, bonds, mutual funds) you have owned for at least a year to Wish of a Lifetime from AARP, pay no capital gains tax, and receive a charitable deduction for the full fair-market value of your gift.
The entire transaction can be handled electronically—saving you time and effort.
Who is eligible?
Any individual donors with stocks, bonds, or mutual funds are eligible to make a gift.
Please ask your administrator to include your contact information with the payment so we can recognize and acknowledge your generous gift properly.
How to give
Simply supply your broker with the following information.
Delivery Instructions:
Bank: Merrill Lynch
DTC Number: 8862
Account Number: 24002656
Comments field: Wish of a Lifetime – (donor name)
Physical Address:
Bank of America
100 West 33rd Street
New York, NY 10001
Once you have made the transfer, please send an email to donate@wishofalifetime.org with the following information: stock name/symbol, # of shares, date of transfer, your name, and your address.
If you’d like to donate mutual funds or bonds, please reach out via email so the transfer can be coordinated.
Have questions?
We’re here to answer any questions you have about donating and supporting Wish of a Lifetime from AARP. Please reach out to donate@wishofalifetime.org to speak to our team directly.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
