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 Adriane Moline.

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 our federal tax identification number (EIN): 84-0837218.

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#: 0164
Account#: 79113663

Or if you prefer, you can contact our broker for additional assistance:
Name: Craig Wolverton
Company: Four Seasons Advisors
Phone#: (970) 252-7471

You can make a lasting impact on Western Colorado Alliance by helping secure our future with a planned gift. A gift of any size sustains your values and continues the legacy you are building today. With your gift, future generations will experience a Western Colorado that is healthy, just and self-reliant.

Leaving a gift in your will, also known as a bequest, is a flexible and convenient way to sustain our mission. If you have plans to include Western Colorado Alliance in your will, we hope you will notify us so we can express our appreciation for your generosity.

You can name Western Colorado Alliance as a beneficiary for your retirement account, life insurance policy, certificate of deposit, bank account, brokerage account, or other assets. Simply request a beneficiary form from your financial institution and complete it.
A planned gift of any size is welcome and greatly appreciated by Western Colorado Alliance.

Please reach out to Development Associate Adriane Moline if you have questions or intend to make a planned gift.