Non-cash gifts

Giving assets other than cash can have extra benefits! If you own an asset that has appreciated in value, you may be eligible to receive an immediate tax deduction and savings on capital gains taxes.

For more information about non-cash gifts, please contact Emily Hornback. 

Individual Retirement Account (IRA) Distribution

When you’ve reached age 70.5, you have the opportunity to start making Qualified Charitable Distributions (QCDs) from your IRA. These distributions do not incur income tax. This can be especially impactful for you when you reach age 73 and are subject to required minimum distributions from your IRA accounts. 

If you are interested in making a QCD, simply contact your IRA custodian. You will need to provide them with our legal name, Western Colorado Alliance, and EIN: 84-0837218. 

Stock Donations

For many people, a gift of securities can be a good way to make a donation with significant tax benefits. 

If you wish to make such a gift, please know that, when we receive the donation from a stockbroker, the information we receive may be incomplete. We may not be able to find out who made the gift!  If you are planning to make a gift of securities, please contact us and let us know about the type of securities and the number of shares you are donating. Doing so is a very helpful way to make sure your donation arrives as intended.

Stock Transfer Instructions:
Account Name: Western Colorado Alliance (Trust)
EIN: 84-0837218
Brokerage: Charles Schwab
DTC#: 38376536
Account #: 38376536

Or if you prefer, you can contact our broker for additional assistance:

NAME: Craig Wolverton
COMPANY: Four Seasons Advisors
PHONE #: (970) 252-7471