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RETURN TO
GIFT PLANNING
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Volunteers of America
2660 Larimer Street
Denver, Co · 80205
Call: 303-297-0408 |
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Have you considered a gift of appreciated stock
to Volunteers of
America?
When you
use stocks that have increased in value to fund a gift to
Volunteers of America you can generally give them and deduct
their current value, not just their original cost, from your
taxable income. Giving in this way also allows you to bypass
capital gains tax that would be due if the appreciated stocks
were sold. Gifts of appreciated stock can eliminate tax on up to
30% of your adjusted gross income. (You must have owned the
stocks for more than 1 year. Talk to your financial advisor
about your situation).
To make a gift, simply ask your broker to make a transfer to our
account listed below:
Account Name: Volunteers of America Colorado Branch
Account #: 110182372800
DTC (direct transfer code): 0235
RBC Dain Rauscher
1200 17th Street Suite 2200
Denver, CO 80202
Acct. Rep. — Alan M. Reifler
Phone: (303) 595-1119
FAX: (303) 595-1155
Email: alan.reifler@rbcdain.com
Volunteers of America TIN#: 84-0430995
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We welcome
your questions about bequests and other estate planning
matters. |
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Nancy Blevins
Major Gifts and Planned Giving Manager
(720) 264-3329
Email:
nblevins@voacolorado.org
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