Ways to Give

Estate Planning

Financial Advisor Talking To Senior Couple At Home

Gifts for the Future

Your gift can help ensure that America’s future seniors, our children and grandchildren, will be served and supported by AARP Foundation’s programs. Create your legacy by naming AARP Foundation in your will or by providing a charitable contribution through a life income gift. Gift plans can create benefits for you as well as for AARP Foundation.

Explore which gift plans are right for you.

Our Gift Planning website offers you tools and information about providing for AARP Foundation through life income gifts and through your estate and financial plan:

To speak to an AARP Foundation Gift Planning Officer, contact the Foundation at 800-775-6776 or legacy@aarp.org.

Have you already included AARP Foundation in your estate plan?  Please contact us at the number above. We would like to thank you privately for your commitment, even if you prefer no public recognition.

Gift of Stock

A gift of stock is one of the simplest and most tax-savvy ways to support AARP Foundation. Just transfer appreciated securities (stocks, bonds) you have owned for at least a year to AARP Foundation, pay no capital gains tax and take a charitable deduction for the full fair-market value of your gift. Most importantly, you are helping improve the lives of low-income, vulnerable older people. The entire transaction can be handled electronically — saving you time and effort. Simply supply your broker with the following information:

AARP Foundation Broker: Karen Colitti
Phone Number: 617-664-9313
Email: kecolitti@statestreet.com
Brokerage: State Street, Boston
DTC Number: 997
Account Name: AARP Foundation
Federal Tax ID#: 52-0794300
Fund: H41G

If you have any questions, please contact Heather R. Narvaez at 202-434-6120 or HNarvaez@aarp.org. Stock or mutual funds can also be used to make gifts that provide you and another beneficiary with income for life. For a detailed description, contact Marva Thomas at 800-775-6776, option 6, for a personalized proposal based on your financial circumstances.

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Connect with the
Foundation

Email:

Giving@aarp.org

 

Toll-free Nationwide:

1-800-775-6776

 

Toll-free TTY:

877-434-7598

 

AARP Foundation Tax ID

52-0794300