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
Attn: Brian Dugan/Cullen Clark
PO Box 880
Tulsa, OK 74101-0880
Bank of Oklahoma Financial Contact Information
LIFE Senior Services Contact Information
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