Beyond the Season of Giving: Tax Deductible Gifting

We hope everyone had a great holiday season and are enjoying 2010. The season of giving is behind us again and Pacific Mountain Advisors would like share with you an opportunity to give within our community while promoting financial literacy and economic justice at the same time.

Santa Cruz Community Ventures (SCCV) is non-profit (501(c)3) arm of the Santa Cruz Community Credit Union that teaches financial literacy and provides secondary education matching funds for financially distressed foster-youths in their teens. Under the Individual Development Account (IDA) program at SCCV, each young person in the program is required to save $500 from their part-time jobs while they finish high school, and SCCV will provide financial education and a 2-1 match of their savings  for a total of $1,000 (more information here).

At Pacific Mountain Advisors we value financial literacy and believe that an incentive program such as this is an excellent way to educate and promote positive behavior. We want to encourage your support of this excellent program and will offer a matching contribution for the first $500 contributed by clients and friends. Please help us promote financial literacy in our community by making a donation to Santa Cruz Community Ventures and the IDA program. You can donate online Here or write checks payable to “Santa Cruz Community Ventures IDA Program” and send them to:

Santa Cruz Community Ventures
IDA Program
Attn: Ellen Murtha
324 Front St.
Santa Cruz, CA 95060

Please feel free to give us a call with any questions that you may have regarding charitable donations and their tax benefits.

Wishing you all the best,
Pacific Mountain Advisors Team


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