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Ways to Give

For questions on any of the above options, please contact Anita Schwartz at 720-763-3727 or anita@westernresources.org.

Give Gifts of Stock

Gifts of stocks are especially advantageous if you hold a stock that has increased in value since you acquired it. By making a gift of stock held longer than one year, you avoid paying capital gains tax. In addition, you would receive an income tax deduction for the current market value of the gift.

You may deduct gifts totaling up to 30% of your adjusted gross income in any year, with a five-year carry-over for any excess. When we receive a stock donation, the name of donor is not always included. Please contact us if you have donated a closely-held stock. This will allow us to acknowledge your donation in a timely manner.

How to do it:

If you hold stocks with a broker, you may transfer the securities electronically by instructing your broker to send the securities to our account at:

Wells Fargo Advisors
Account Name: Western Resource Advocates
Advisor:  Mike Shortell
Phone:  303-651-0100
Account Number:  4059-0560
DTC #: 0141

In order to facilitate the transfer and acknowledgment of your stock gift, please notify us of your name, the name of the stock and the number of shares being donated before you transfer the stocks.  Of course, we will respect the wishes of donors who prefer not to have their name publicly disclosed.

You may notify us by contacting Anita Schwartz at 720-763-3727 or anita@westernresources.org

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View WRA’s profile and rating.

Western Resource Advocates Receives Highest Rating from America’s Premier Charity Evaluator

Charity Navigator’s rating system examines two broad areas of a charity’s financial health — how responsibly it functions and how well positioned it is to sustain its programs over time. Western Resource Advocates received the highest rating — 4 stars.

Western Resource Advocates appreciates your donations and assures sensible and efficient use of your generous gift.