A gift of stock is one of the simplest and most tax-savvy ways to support OATS. Just transfer appreciated stock you have owned for at least a year to OATS, pay no capital gains tax and receive a charitable deduction for the full fair-market value of your gift. The entire transaction can be handled electronically — saving you time and effort. Simply supply your broker with the following information:
Delivery Instructions:
Bank: Merrill Lynch
DTC Number: 8862
Account Number: 24002655
Comments field: Older Adults Technology Services, Inc.- (your name)
Physical Address:
Bank of America
100 West 33rd Street
New York, NY 10001
Once you have made the transfer, please send an email to give@oats.org with the following information: stock name/symbol, # of shares, date of transfer and your name and address. If you’d like to donate mutual funds or bonds, please reach out via email so the transfer can be coordinated.