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

December 14, 2017 - S F

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

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.

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.

DONATE BY CREDIT CARD

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

Alternative Ways to Support Serving Seniors

December 7, 2017 - S F

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
View Our Wish List

A Special Story for #GivingTuesday

November 28, 2017 - S F

Friends,

Today is #GivingTuesday, a global giving movement for generous individuals and organizations to support the causes they care about and the communities in which they live.

We have an ambitious goal of raising $25,000 to provide 10,000 meals for hungry seniors living in poverty.

I’m sharing a story, below, about one of those seniors: 70-year-old Bruce, who worked hard all his life only to end up homeless after a series of major health challenges. Please take a moment to read his story, and consider making a gift to Serving Seniors so that we can help more folks like Bruce. You can donate online quickly, easily and securely.

I deeply appreciate any support that you can give.

Thank you.

Paul Downey
President and CEO


How Bruce Regained His Dignity

For many of us, the holiday season means gathering with friends and family for feasting and gifts. It means vacations and visits and cozy fires in the hearth.

But imagine what the holidays would be like if you were homeless, had lost your family and friends, possessed only what you could carry, and were just trying to survive.

Sadly, that’s the reality for many of our elderly neighbors, like Bruce.

Bad Luck

Bruce, a Vietnam veteran originally from Cape Cod, was working as a building supervisor in a big upscale building in downtown San Diego. He loved his job and made a good salary. He could live comfortably and still put some money into his savings every month. He worked hard, cherishing his independence, never drinking or doing drugs, and counted himself fortunate. Until 2014, when he was diagnosed with prostate cancer.

While undergoing cancer treatment Bruce suffered a brain aneurysm and stroke, then a heart attack. He was hospitalized and unable to work, undergoing frequent surgeries and treatments. The savings he’d worked so hard to put away were depleted with astonishing speed. When he woke up, he found himself alone. Everyone he’d counted as a friend had disappeared.

Homeless at 67 Years Old

When he was finally released from the hospital, it was to the street. Bruce no longer had a job or a home to go to. He searched and searched for a place to lease with the little money he had left. He found nothing. He couldn’t afford to rent even the smallest, dingiest apartment or motel room. At 67 years old, Bruce was officially homeless.

Three years later and 70 years old, Bruce was still homeless and looking for something to do with his days. Coincidentally, he ran into a gentleman from his old building who recommended Serving Seniors’ Gary and Mary West Senior Wellness Center as a starting place.

A Glimmer of Hope

Arriving at the Center, Bruce discovered that he could get a hot, nutritious meal, as well as receive help and access other services. Within a few weeks, he was paired with a Serving Seniors social worker and enrolled in our Transitional Housing Program for Homeless Seniors.

After months of hard work and perseverance, Bruce is back on his feet. He recently moved into his own apartment, no longer in need of the Transitional Housing Program. He is healthy and independent again and wants to go back to work. He’s justifiably proud of how far he’s come. He’s learned to believe in himself again.

“I’m so thankful to Serving Seniors for helping me obtain a clean, safe place to live, with a kitchen of my own. I had nothing, but now I have my life, my dignity back. I feel like a human being again.”

The Homelessness Epidemic

Unfortunately, Bruce’s story is not unique. The number of homeless seniors in San Diego increases every year, and will continue to do so. Thousands of our neighbors are living on Social Security incomes of less than $1,000 per month. Many are isolated and depressed – nearly half of them have to choose between rent and food, every single day. The majority of them will not celebrate the holidays with feasting or gifts.

They will be too busy trying to survive – to stay warm at night and dry if it rains – to celebrate the holidays at all.

We need your help more than ever in order to assist the growing number of seniors living in poverty in San Diego. We need to not only maintain, but increase, our Transitional Housing Program for Homeless Seniors, so that we can help deserving seniors like Bruce move off the street permanently. But we can’t do it without you.

Bruce's Journey

YOU Can Help Homeless Seniors Like Bruce

Your gift today will provide lifesaving food and shelter to homeless seniors this holiday season. Meeting these basic needs is often all the help they require to get back on their feet. These seniors want help. They want to be independent and self-sufficient and contribute to their community. They just need a helping hand. Will you help provide it for them?

I hope that you will make a gift and help eradicate homelessness, hunger, and isolation for San Diego’s seniors. Every contribution, however large or small, helps a senior in need. Together, we can continue helping seniors in poverty live healthy, fulfilling, independent lives.

Donate to Serving Seniors

We’re Thankful for YOU

November 21, 2017 - S F

Because of generous community and individual support, nearly 5,000 seniors received essential services over the past year, free of charge.

We could not provide essential services for nearly 5,000 seniors without your help, so in honor of Thanksgiving we asked a few of our clients what they’re most thankful for. They had lots of wonderful things to say about the programs and services that your support makes possible. Here’s what Joey said:

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

Holiday Meal Drive

November 17, 2017 - S F

For many of us, the holiday season means gathering with friends and family for feasting and gifts. It means vacations and visits and cozy fires in the hearth.

But what if the only thing the holiday season brought you was aching hunger, cold hands and feet, and nights spent wondering whether you’d eat tomorrow? Hunger is an everyday problem in San Diego – our elderly neighbors are starving. Please help us feed them.

Food or Shelter?

Thousands of our senior neighbors are living on Social Security incomes of less than $1,000 per month. Many are isolated and depressed – nearly half of them have to choose between rent and food, every single day. The majority of them will not celebrate the holidays with feasting or gifts. They will be too busy trying to survive – to scrape together spare change for their next meal – to celebrate the holidays at all.

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.

$2.50 Feeds a Hungry Senior

A single meal costs us $2.50 to prepare and serve to a senior in need. This holiday season we want to raise $25,000, which will provide 10,000 senior meals. In the spirit of #GivingTuesday, which is quickly approaching, I’m asking you to make a donation to help us feed our senior clients. Your gift today will ensure that low-income seniors will have lifesaving food this holiday season.

I hope that you will help eradicate hunger for San Diego’s seniors this #GivingTuesday. Every contribution, however large or small, helps a senior in need.

With gratitude,

Paul Downey
President and CEO, Serving Seniors


Additional Ways to Support Serving Seniors:

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

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

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

WISH LIST/IN-KIND DONATIONS
View Our Wish List

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