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Ways to Give to Westchester Residential Opportunities

You can support Westchester Residential Opportunities in many ways:

You can donate right now.
Donations can be made one time, or you can set a recurring monthly donation to support Westchester Residential Opportunities year-round.

Donate By Mail

If you prefer to send a check, please mail it to:
Westchester Residential Opportunities
470 Mamaroneck Avenue,
Suite 410
White Plains, NY 10605-1839

 

Donate Stock, Mutual Funds or Bonds

A gift of securities such as stocks, mutual funds, and bonds is a wonderful way to support our mission and may offer you tax benefits. Your brokerage firm should have a transfer form you can use to initiate the transfer. The transferee information to provide your broker is:

UBS Financial Services Inc.
Account name: Westchester Residential Opportunities, Inc.
Account Number: WPH5918
DTC Number: 0221

Please ask your broker to also indicate in the transfer notes your name, the name of the stock and number of shares being transferred. If your broker requies UBS’s tax identification number, it’s 13-1837433.

Once you have initiated the transfer, please contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org so that we know to look for the transfer and know who it’s coming from! And feel free to reach us if you need any help initiating the transfer.

 

Donate Stock, Mutual Funds or Bonds

A gift of securities such as stocks, mutual funds, and bonds is a wonderful way to support our mission and may offer you tax benefits. Your brokerage firm should have a transfer form you can use to initiate the transfer. The transferee information to provide your broker is:

UBS Financial Services Inc.
Account name: Westchester Residential Opportunities, Inc.
Account Number: WPH5918
DTC Number: 0221

Please ask your broker to also indicate in the transfer notes your name, the name of the stock and number of shares being transferred. If your broker requies UBS’s tax identification number, it’s 13-1837433.

Once you have initiated the transfer, please contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org so that we know to look for the transfer and know who it’s coming from! And feel free to reach us if you need any help initiating the transfer.

 

Employer Matching Gifts

Many employers will match your charitable donation, thereby doubling or tripling your impact on Westchester Residential Opportunities. To take advantage of your employer’s gift matching program, check with your Human Resources department to see if your employer offers this benefit. If they do, complete the company matching gift form they will provide and return it to us by email at mzarfes@wroinc.org.

 

Employer Matching Gifts

Many employers will match your charitable donation, thereby doubling or tripling your impact on Westchester Residential Opportunities. To take advantage of your employer’s gift matching program, check with your Human Resources department to see if your employer offers this benefit. If they do, complete the company matching gift form they will provide and return it to us by email at mzarfes@wroinc.org.

 

Donate from Your IRA

Contact your IRA administrator or financial planner to help you facilitate this transfer. Please contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email mzarfes@wroinc.org if you are interested in this option.

 

Donate from Your IRA

Contact your IRA administrator or financial planner to help you facilitate this transfer. Please contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email mzarfes@wroinc.org if you are interested in this option.

 

Gift of Life Insurance

There are different ways in which you may use your life insurance to make a gift to Westchester Residential Opportunities. You can make Westchester Residential Opportunities the beneficiary of an existing life insurance policy or establish a new one and name Westchester Residential Opportunities as the owner and beneficiary of the policy. Please contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org if you are interested in this option.

 

Gift of Life Insurance

There are different ways in which you may use your life insurance to make a gift to Westchester Residential Opportunities. You can make Westchester Residential Opportunities the beneficiary of an existing life insurance policy or establish a new one and name Westchester Residential Opportunities as the owner and beneficiary of the policy. Please contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org if you are interested in this option.

Make a Legacy Gift

Many people make a profound and lasting difference in the lives of others by including Westchester Residential Opportunities in their estate plans. These gifts are a lasting legacy of your commitment to helping others and they often provide substantial tax advantages. The most common legacy gift is a simple bequest through your will or living trust designating a percentage of your estate or a specific dollar amount to Westchester Residential Opportunities.

You should consult your attorney or financial adviser to make a legacy gift that best addresses your financial and philanthropic goals. These professionals can also describe the tax advantages involved in your particular circumstances. Please share your estate plans with us so that we can honor your generosity in your lifetime. Contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org if you are interested in this option.

Make a Legacy Gift

Many people make a profound and lasting difference in the lives of others by including Westchester Residential Opportunities in their estate plans. These gifts are a lasting legacy of your commitment to helping others and they often provide substantial tax advantages. The most common legacy gift is a simple bequest through your will or living trust designating a percentage of your estate or a specific dollar amount to Westchester Residential Opportunities.

You should consult your attorney or financial adviser to make a legacy gift that best addresses your financial and philanthropic goals. These professionals can also describe the tax advantages involved in your particular circumstances. Please share your estate plans with us so that we can honor your generosity in your lifetime. Contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org if you are interested in this option.

Our Promise to You

We will never sell, rent, exchange, or share your information. You always have the right to opt-out of any communication with Westchester Residential Opportunities, and your preferences will be honored.

 

Any Questions?

We would be pleased to answer them. Contact us at 914-428-4507 (ask for Marlene Zarfes, Executive Director) or by email at mzarfes@wroinc.org.

Please note that intended gifts of property or assets that are not freely marketable securities are subject to compliance with our Gift Acceptance Policy.