Give the Gift of Stock

Thank you for making a gift to LIFE Senior Services through a donation of stocks, mutual funds, and/or cash. Donating your stock or other securities supports our mission while providing you with potential tax benefits.

Bank of Oklahoma Financial serves as our custodian for these types of transfers. Transfers must be received by the Bank of Oklahoma Financial by December 31, 2019 to receive 2019 tax credit.

Securities/Stock Donations to LIFE Senior Services

Delivery Instructions and Contact Information for Delivering Institution:

DTC Participant: #0901 - BNY Mellon
Account #: 016071 - BOK FINANCIAL, Trust
FBO: LIFE Senior Svcs 61-9736-01-0

Mailing Instructions:

Attn: Brian Dugan/Cullen Clark
PO Box 880
Tulsa, OK 74101-0880

Bank of Oklahoma Financial Contact Information

Brian Dugan
Phone: (918) 588-6528
Fax: (918) 588-6489

Cullen Clark
Phone: (918) 588-6458
Fax: (918) 588-6489

LIFE Senior Services Contact Information

Eileen Bradshaw, President and CEO
Phone: (918) 664-9000, ext. 1210

Carolyn Blair, Director of Development
Phone: (918) 664-9000, ext. 1239

For more information, download LIFE's Security Gift Procedures Handbook, developed by Bank Of Oklahoma Financial.

To see additional giving strategies, click here.