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For additional information regarding donations of appreciated securities, real estate, life insurance and how to transfer your gift-in-kind to The Salvation Army, please contact contact Claudia Jordan (303) 866-9217, Brian Fort (303) 860-5575, or Lyn Woods (303) 860.5473.  It is advisable to check with your tax advisor to determine if these tax incentives would be beneficial to you. 

APPRECIATED SECURITIES*

Enjoy tax benefits while avoiding out-of-pocket expense and capital gains.  When you give publically traded stock and mutual funds held long-term (more than one year) to The Salvation Army, you may take full fair market on your income taxes, up to 30% of your adjusted gross income, and carry over the excess for up to five years.  If you have stock losses (depreciated securities), sell the stock, take the allowable deduction, then contribute the cash proceeds to receive a charitable deduction for tax purposes.  It is advisable to check with your tax advisor to determine if this tax incentive would be beneficial to you. 

*When making a stock gift, please contact Claudia Jordan (303) 866-9217, Brian Fort (303) 860-5575, or Lyn Woods (303) 860.5473 prior to the transfer, so that we may provide specific broker information, accurately handle your paperwork and provide the proper tax receipt to you in a timely manner.

Real Estate

Contributions of Real Estate must meet certain criteria in order to be tax deductible. Please contact Claudia Jordan (303) 866-9217, , Brian Fort (303) 860.5575 or Lyn Woods (303) 860.5473 for additional information. It is advisable to check with your tax advisor to determine if this tax incentive would be beneficial to you.

LIFE INSURANCE

You may name The Salvation Army as the owner of your life insurance policy and claim an income tax deduction.  If you continue to pay premiums on a policy we own, you may deduct the ongoing premium payments. Please contact Claudia Jordan (303) 866-9217, Brian Fort (303) 860-5575, Lyn Woods (303) 860.5473 for additional information It is advisable to check with your tax advisor to determine if this tax incentive would be beneficial to you.