Gifts for the Future
Your gift can help ensure that America’s future seniors, our
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:
- Take control of your estate plan by accessing our complimentary estate planning resources.
- Learn how life income gifts can help you AND the Foundation.
- Find sample bequest language to use in your will to support AARP Foundation.
To speak to an AARP Foundation Gift Planning Officer, contact the Foundation at 800-775-6776 or firstname.lastname@example.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
Brokerage: State Street, Boston
DTC Number: 997
Account Name: AARP Foundation
Federal Tax ID#: 52-0794300
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.