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.

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