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


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

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

Additional Ways to Support Serving Seniors

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.

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.

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.

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

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

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

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