Bonds, Funds, Stocks, and IRA Rollovers - Salvation Army Buffalo Area Services

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Never Miss a Chance to Do the Most Good

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Never Miss a Chance to Do the Most Good

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Gifts of Stock, Bonds, Funds, and IRA Rollovers

Gifts of Stock to The Salvation Army allow you to change lives for the better in Western New York and benefit you personally through tax savings.

Donors who give appreciated securities can deduct the full fair market value of their assets - not just what they paid originally - and save by avoiding all capital gains taxes on any "paper" profit.

This strategy may enable you to lower your tax exposure and recommend a larger donation than if you sold the shares outright and donated the net proceeds. Please consult your financial advisor for details.

It is easy to transfer a gift of stock to The Salvation Army!

To transfer a gift of stock to The Salvation Army, call The Salvation Army and speak to a representative to ensure timely delivery of any gift of securities, especially mutual funds. It is important to transfer shares in which you have the largest paper profit and that have been held more than one year. Please have your broker call, as well, to alert us of any transfer.

Our representatives and their phone numbers are listed below.

Donor Relations Director, Michael J Madonia: 716-888-6205
Donor Relations Associate, Laurel Hopkins: 716-888-6209
Director of Planned Giving, Mickey Jordan: 1-888-434-1391
Planned Giving Representative, Holly Moriarty; 1-888-434-1391
Development Director - WNY Region, Laurie Elliott Krajna: 716-888-6213

Please call our representatives for the appropriate wording whenever you are preparing a gift through your will, living trust, IRA or other beneficiary designation.

Thank you for your support!