Donate
Giving to Institute on Aging
Gifts to IOA power services and resources that enable older adults and adults with disabilities to age with independence, dignity, and joy. Give now to ensure that the future is something to look forward to, at every age.
Institute on Aging is a 501(c)(3) public charity. Tax ID 94-2978977
Ways to Give
Make a Gift Today
Online
By Mail
Make checks out to Institute on Aging or IOA and send to:
Institute on Aging
Attention: Philanthropy
3575 Geary Boulevard
San Francisco, CA 94118
By Phone
To make a gift by credit card over the phone, contact Jocelyn Chavez at 415.379.2657
Donor Advised Funds, Private Foundations & Individual Retirement Accounts
Grants from DAFs, private foundations and qualified charitable distributions from IRAs are
accepted and encouraged for annual donations.
Gift of Stock or Wire Transfer
To ensure that Institute on Aging accurately acknowledges your gift, or if you have any questions about making a gift of stock or by wire transfer, please contact Samantha Delson, Senior Director of Philanthropy, by calling 415.750.4106 or emailing sdelson@ioaging.org
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 support 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
Wire Transfer
If you would like to support IOA by wiring funds, please send your donation to:
City National Bank
Account # 075295286
Routing # 122016066
Account Name: Institute on Aging
Planned Gifts
The most common planned gift at the Institute on Aging a charitable bequest. Bequests can be unrestricted, allowing IOA the flexibility to use your gift where it is most needed, or restricted, allowing you to specify how your gift is to be used. Please call our office to discuss a restricted bequest. Following is suggested language that may be useful to you and your attorney.
SPECIFIC DOLLAR OR RESIDUARY BEQUEST “I bequeath $X (or X% of my residuary estate) to the Institute on Aging, a California non-profit corporation in San Francisco (Tax ID # 94-2978977).”
We can help you find a gift strategy that achieves your philanthropic and personal goals. Contact Samantha Delson at 415-750-4106 or sdelson@ioaging.org to learn more.
The information contained herein is offered for general informational and educational purposes and is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.
Events
Join IOA’s benefit events as a sponsor or attendee
Annual Gala
Thank you to everyone who supported our “Joining Hearts, Changing Lives” gala on May 9, 2024.
Stay tuned for information on next year’s gala!
Cable Car Caroling
Cable Car Caroling will take place Saturday, December 7, 2024. For more information, click here or contact Samantha Delson at 415.750.4106 or sdelson@ioaging.org.
Thank You
For More Information
Samantha Delson
Senior Director of Philanthropy
415.750.4106
sdelson@ioaging.org
