Give by Stock
Making a gift through stock, securities, or mutual fund shares is simple and offers you valuable financial benefits as the total value of the stock upon transfer is tax-deductible.
A gift of stock to NCOA will help support our advocacy activities and our educational programs and minimize your tax burden at the same time.
Simply contact your financial manager to arrange an electronic transfer directly to NCOA’s brokerage account. Please be sure to have your broker include your name on the information shared with the receiving account.
Stock Transfer Instructions
To gift stocks to NCOA electronically, please have your broker use the following information:
Clearing Firm: Raymond James & Associates
DTC#: 0725
Client Name: National Council on Aging
Tax ID: 13-1932384
Account #: 7204J888
Broker Contact: Wayne McCormick / Michelle Lauder
McCormick Wealth Management of Steward Partners
1155 Elm Street, 4th floor
Manchester, NH 03101
Direct phone: 603-945-3310 OR Toll-Free Help Line: 855-568-6611
Your donation will be valued at the market value on the date of transfer, and you will receive a thank you for the charitable donation showing that value.
