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Stocks

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).


STOCK TRANSFER INFORMATION
Thank you for considering a stock gift to Volunteers of America Colorado.
This is the information that you will need to gift appreciated stock to benefit the operations and
programs of Volunteers of America Colorado.

Volunteers of America Colorado, a 501(c)(3) organization receives, provides receipts and
monitors all philanthropic gifts of stock. Our account is held at the following brokerage:

Charles Schwab & Co.
518 17th Street, #100
Denver, CO 80202
DTC number: 0164
Code: 40
Account name: Volunteers of America of Colorado
Account number: 1200-3786

Please have your broker contact Snezana Bratic to initiate the transfer:
Snezana Bratic
Client Service Administrator
303-312-5167
sbratic@sbhic.com

When the stock arrives in our account, we, at Volunteers of America Colorado will provide you
with the gift acknowledgement that you need for tax purposes. We also make sure that your
gift benefits the area which you designate, be it for greatest needs or within the family of
programs.

If you have any questions or concerns, please contact Nick Lopez, Division Director of Advancement
Phone: 720-264-3329
Nlopez@voacolorado.org