Last Chance to Help Vulnerable Seniors

December 29, 2017 - Paul Downey

With just a few days left in 2017, we want to thank everyone who has donated this holiday season, and throughout the year. This year we had more seniors than ever before come to us for Christmas Day meals, and we were able to feed every single one of them, thanks to you.

We were able to nourish their bodies and their spirits, because of your support: the seniors enjoyed festive holiday meals, music and camaraderie. We’re proud to be able to provide meals and socialization opportunities, and help stave off holiday season loneliness for San Diego’s seniors.

An Uncertain Future

But our work isn’t done — with new legislation and an uncertain year ahead, we need your support more than ever. If you haven’t already made a holiday gift, please consider doing so now. The most common reason that our senior neighbors come to us is to receive a meal. No one is ever turned away, and we serve nearly 2,000 meals to more than 800 seniors every single day of the year.

Our senior neighbors face an unpredictable future, one that will likely present new challenges and force them to make more difficult decisions than ever before. In the spirit of the holidays, please make a donation to help us feed our senior clients, most of whom are already trying to survive on Social Security incomes of less than $1,000/month. Every contribution, however large or small, helps a senior in need.

Donate to Serving Seniors

Last-Minute Giving Options and Tips

December 27, 2017 - Paul Downey

Some last-minute giving options and tax deduction tips from Paul Downey, our President and CEO.

More Info:

  1. MAIL A CHECK

    Serving Seniors
    525 14th Street, Suite 200
    San Diego, CA 92101

  2. DONATE ONLINE

    donatenow.networkforgood.org/servingseniors

  3. DONATE OVER THE PHONE

    Please call 619-487-0701.

  4. GIFTS OF APPRECIATED STOCK

    To transfer a gift of stock to Serving Seniors, please provide your broker with this information:

    Serving Seniors’ Broker: Charles Schwab
    Account Name: Serving Seniors Cash Reserves
    Account Number: 9199-5187
    DTC Number: 0164
    Serving Seniors’ Tax ID: 95-2850121

    Please notify Lori Gremel of your intent to make a gift of stock, so that we can acknowledge your gift and provide you with information for your tax return.

    Lori Gremel, Chief Development and External Affairs Officer: lori.gremel@servingseniors.org or 619-487-0608.

Happy Holidays from Serving Seniors

December 22, 2017 - Paul Downey

Friends,

As we enter the final days of 2017, we want to thank you for your friendship and support, and wish you and your loved ones a safe and happy holiday.

To our donors, volunteers, fellow advocates, partners, friends and supporters: Thank you, and happy holidays!

Why IRA Rollovers and Gifts of Stock Make Excellent End-of-Year Donations

December 14, 2017 - Paul Downey

Paul Downey, our President & CEO, shares why IRA rollovers and gifts of appreciated stock make excellent end-of-year giving options!

More Info:

  1. GIFTS OF APPRECIATED STOCK

    To transfer a gift of stock to Serving Seniors, please provide your broker with this information:

    Serving Seniors’ Broker: Charles Schwab
    Account Name: Serving Seniors Cash Reserves
    Account Number: 9199-5187
    DTC Number: 0164
    Serving Seniors’ Tax ID: 95-2850121

    Please notify Lori Gremel of your intent to make a gift of stock, so that we can acknowledge your gift and provide you with information for your tax return.

    Lori Gremel, Chief Development and External Affairs Officer: lori.gremel@servingseniors.org or 619-487-0608.

  2. IRA ROLLOVERS

    Taxpayers age 70 ½ or older may transfer up to $100,000 annually from their IRA account directly to charity without first having to recognize the distribution as income; this means you avoid paying income tax on the distributed amount. Please contact your IRA administrator for information and forms, and let us know of your intent by contacting Lori Gremel, Chief Development and External Affairs Officer: lori.gremel@servingseniors.org or 619-487-0608.

  3. DONATE BY CREDIT CARD

    donatenow.networkforgood.org/servingseniors

  4. MAIL A CHECK

    Serving Seniors
    525 14th Street, Suite 200
    San Diego, CA 92101

Alternative Ways to Support Serving Seniors

December 7, 2017 - Paul Downey

You’re probably receiving lots of holiday donation messages in your inbox right now, and if you’re like me, you’re feeling a little down because you can’t possibly give to every charity who sends an appeal.

Fortunately, there are many ways to support Serving Seniors besides a traditional monetary donation; I’d like to share some of those alternatives with you. For example, with the stock market currently trading high, giving a gift of appreciated stock is an excellent option for end-of-year giving and may provide an appealing tax benefit.

Thank you for any support you’re able to give this holiday season. Every donation, regardless of amount or type of gift, makes a difference to seniors in need.

Paul Downey
President and CEO, Serving Seniors


GIFTS OF STOCK

Giving a gift of publicly traded, appreciated stock is an easy, meaningful way to support Serving Seniors. If you’ve owned your stock shares for more than one year, you’re eligible for tax benefits upon transfer of shares: you can claim a charitable income tax deduction equal to the stock’s value at time of transfer, regardless of original cost, and you’re exempt from paying capital gains tax on the increase in value, which you’d pay if you sold the stock instead of transferring ownership.

To transfer a gift of stock to Serving Seniors, please provide your broker with this information:

Serving Seniors’ Broker: Charles Schwab
Account Name: Serving Seniors Cash Reserves
Account Number: 9199-5187
DTC: 0164

Please notify Lori Gremel, Chief Development and External Affairs Officer, of your intent to make a gift of stock, so that we can acknowledge your gift and provide you with information for your tax return.

Lori Gremel, Chief Development and External Affairs Officer
lori.gremel@servingseniors.org
619-487-0608

Serving Seniors
525 14th Street, Suite 200
San Diego, CA 92101


Additional Ways to Support Serving Seniors

TRIBUTE GIFTS
The perfect holiday gift for that hard-to-shop-for person on your list! Make a meaningful difference for low-income seniors this holiday season and honor your loved one with a tribute gift in their name.

When Serving Seniors receives your honor gift, we’ll send a personalized card to the person you choose, notifying them of your thoughtful donation in their name (the amount you donate will not be disclosed). Donate now to make an honor gift.
 

AMAZONSMILE
For eligible purchases at AmazonSmile, 0.5% of the purchase price is donated to the customer’s selected charitable organization. To begin shopping with Serving Seniors as your charity of choice, click here.
 

MATCHING GIFT PROGRAMS
Double your donation with matching funds from your employer. Check with your HR department for information on your company’s matching gift programs. Employer matching gifts may also be available to you if you are the spouse of an employee whose company participates in matching gifts.
 

PLANNED GIVING
Options for including Serving Seniors in your estate or financial planning include: securities transfers, IRA rollovers, endowment gifts, bequests/estates, charitable gift annuities, charitable remainder trusts, gifts of real estate, gifts of retirement assets, gifts of stock, gifts through a will or trust, and more. More Info
 

THRIVENT
Are you a member of Thrivent Financial? Make Serving Seniors the beneficiary of you Thrivent Choice dollars. Learn More
 

MONTHLY GIVING
Recurring donations are the best way to provide steady support. Use our secure online form to become a monthly donor, and you’ll ensure we have the resources to provide seniors with the support network they deserve. More Info
 

WISH LIST/IN-KIND DONATIONS
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