Gifts of Stock

Thank you for supporting Iona. Your gift of stock makes a tremendous difference to your friends and neighbors and to our community.

There are two ways to gift shares of stock to Iona. Below are the instructions for transferring the stocks to Iona's account, which is administered by Chevy Chase Financial, Inc. If you have any questions, please contact Meg Artley, Iona’s development director, at (202) 895-9401 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

A. From Another Brokerage Account

To make a gift from your brokerage account to our brokerage account, please send Stock Gift Letter Broker to Broker to your broker. Your broker will then send the requested shares to the Iona account to Chevy Chase Financial via DTC (which is the technical term for electronically transferring shares of stock). Please advise us of the gift so that we may accept the shares.

This is for gifts of stock only, excluding mutual funds.

B. With Stock Certificates in Your Possession

To make a gift using stock certificates in your possession, please print the Stock Gift Letter In Certificate Form and the Stock/Bond Power.

Follow the stock gift delivery instructions in transferring your stock certificates. These instructions will ensure trouble-free transferring.

Complete the Stock/Bond Power according to the stock gift delivery instructions.

Complete the Stock Gift Letter In Certificate Form and attach with the Stock/Bond Power to your shares of stock. This letter must be Signature Guaranteed, a service provided by your local bank.

NOTE: you do not need to complete the back of the stock certificate, but that you should use one stock/bond power per certificate and ship using certified or overnight delivery. Also, be sure to include Iona’s account number (0DX—002976) on the face of each stock certificate.

Please provide Iona with a copy of both Stock Gift Letter In Certificate Form and the fronts and backs of all stock certificates so we may accept the shares. You can mail a copy to: Attention Iona Senior Services, 4125 Albemarle Street, NW, Washington, DC 20016. You can fax copies to us at (202) 895-0246.

For More Information:

Meg Artley
Development Director
(202) 895-9401
This e-mail address is being protected from spambots. You need JavaScript enabled to view it