|
Planned Giving
A planned gift may include gifts of stock,
bonds, mutual funds or real estate given to United Way Capital
Area either as an outright gift or a gift in a bequest, trust
or gift annuity. Planned gifts can sometimes realize outstanding
tax benefits for the contributor over a lump-sum cash gift.
However, each planned gift should be given particular consideration
by you and your personal financial advisers to make certain
that it accomplishes your financial and estate planning goals.
A planned gift can accomplish the following:
- Close the gap between documented community needs
and available funding
- Create new programs that require funding not always
available from the annual campaign
- Allow United Way to act instead of react to challenging
health and social problems
|
Planned gifts
1. Appreciated securities
Contributing appreciated securities such as stocks,
bonds and mutual funds can provide you with significant tax benefits,
including avoidance of capital gains tax.
2. Wills or bequests
In addition to providing for your family, your will can designate
United Way Capital Area as a beneficiary. Give a specific
amount, a percentage of your estate or all that remains after
providing for the important people in your life.
3. Retirement plans
You can make United Way Capital Area a beneficiary of your
individual retirement account or retirement plan. This option
is an especially effective way to minimize estate taxes.
4. Property
Donations of real estate, jewelry, art or other valuables
also make welcome gifts and can provide significant tax benefits.
5. Life income gifts
Name United Way Capital Area as the beneficiary of a charitable
remainder trust, lead trust, gift annuity or pooled income
fund. These can be tailored to meet your specific needs, in
addition to benefiting United Way and its partner agencies.
For more information regarding planned giving,
contact Amanda Ryan at 512-382-8598.
|
Giving
Workplace Campaigns
