Other Ways to Give

Gifts from Donor-Advised Funds

A grant from your donor-advised fund ensures that SAGE has the resources to continue fighting for LGBTQ+ elders while also offering immediate tax benefits to you, making charitable giving easy.  Here are two simple ways you can make a gift through your DAF:

• Make an outright gift by recommending a grant to SAGE.
• Create a succession plan to recommend that SAGE receive all or a portion of the fund value upon the termination of the fund. 

If you include SAGE in your plans, please let us know at [email protected]

National Leadership Council

SAGE’s National Leadership Council provides fundamental support for our evolving work with and on behalf of our community’s LGBTQ+ elders. These remarkable leaders hailing from all across the country exemplify SAGE’s values: taking care of our own, refusing to be invisible, and embodying loving, caring activists. SNLC members do this by dedicating their time, talents and funds to ensure all LGBTQ+ people have the resources to age with dignity.

Donate Stock

Transferring stocks or other securities to SAGE is a fantastic way to both support SAGE and receive a tax deduction. You receive a charitable deduction for the full market value of the securities, and you don’t pay capital gains tax on the amount you contribute.

Simply direct your broker in writing to make a transfer of stock directly into SAGE’s account. The letter you send to your broker should include the following information:

• The name of the stock and number of shares you want to transfer to SAGE
• The account number from which you are transferring the stock
• The official name of SAGE’s account: Services & Advocacy for GLBT Elders, Inc.
• SAGE’s account number at our broker, Oppenheimer & Co. Inc.: A75-4718300-1-672 Our broker’s Depository Trust Company (DTC) number: 0571

SAGE’s brokers at Oppenheimer are Craig Hutchison and Rhona Fiore. They can be reached at 1-800-522-7857.

Please let us know if you decide to donate stock to SAGE. Email us [email protected] or call 212-741-2247.

Contribute your required IRA distribution

At age 70½, you must begin taking money from your IRA, and every distribution includes some taxable income. If you don’t need the distribution, you can avoid the tax that was due—and help SAGE in the process. As long as you are 70½ on the date of distribution, you need only:

• Decide on the amount—make sure it is at least the amount you’re required to withdraw.
• Fill out a distribution form with your IRA custodian requesting that the check be made payable directly to SAGE.
• We are happy to help with this process! Email us [email protected]  or call 212-741-2247.