Gifts of Stock

Gifts of Stock

A gift of appreciated securities, including stocks and bonds, can be a powerful way for you to support the Health in Aging Foundation.  Here are some of the potential benefits (subject to applicable IRS rules and regulations):

  • Avoid paying capital gains tax
  • Receive a charitable income tax deduction
  • Support our mission

Donating stock is a simple process that takes only a few minutes.  Please follow these steps:

Step 1
Authorize your broker or financial advisor to transfer the stock as a gift to the Health in Aging Foundation. Below is the information you need.

Account Name: Health in Aging Foundation
Brokerage Firm: LPL Financial
Contact Name: James Kidd
Phone Number: 973-285-3398
Account Number: 6405-2711
Federal Tax ID: 31-1622556
DTC Number: 0075

Step 2
Please inform us of the transfer.  You can email the information or mail the information to:

LiChia Chansanchai
Health in Aging Foundation
40 Fulton Street, 18th Floor
New York, NY 10038

After the stock is received, we will send you an acknowledgement letter as confirmation of your gift.  The letter can also be used for IRS purposes.

For more information on donating cash or other securities, please contact us at (212) 822-3574.

 

We welcome the opportunity to talk with you about our initiatives and to learn more about areas of support that might hold particular interest for you.

Please feel free to contact us at
(212) 822-3574.