Mutual Fund Transfer

To make a gift of mutual fund shares, please contact Mariann Salisbury at msalisbury@aip.org or call 301-209-3098 with the following:

  • Name of donor
  • Security name and symbol
  • Number of shares
  • Donor’s Cost Basis
  • Gift purpose (designation)

For reference, the AIPF’s taxpayer ID number is 83-4485064.