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Welcome
to the United Way Planned Giving
Thank you for your interest in the United Way.
Our hope is to serve you and your family with helpful
information. We have an increasing number of friends at the
United Way who now are benefiting from life income gifts,
gift annuities and other plans. Thank you for taking the
time to explore the benefits of gift planning.
Are you 70 1/2 or older? Now
you can make tax-free contributions from your IRA!
Congress just passed legislation that allows you to make
tax-free contributions to United Way from your IRA. To
benefit you must be at least 70 1/2 and it applies only to
IRA's. The law is limited to $100,000 in 2006 and $100,000
in 2007. To receive a complementary brochure outlining the
benefits please email:
plannedgiving@unitedway.org and request the "IRA Giving
Brochure."
Benefits For
Family and the United Way
There are several types of plans. Many of these have
wonderful benefits for the gift donors. Many of these
families have enjoyed increased income and generous tax
savings. You might start by meeting these friends. Just
click on the picture and you can view each story.
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Tax-Free Sale
Gene and Carol White were age 55 when they purchased
some development land outside of town. They thought
it would be a good investment that they could later
sell for a higher price. They have owned the
property for 10 years and now would like to sell.
More on Tax-Free Sale >>. |
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Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since
she was so pleased with the home, she decided to buy
stock in the company that builds and sells homes
like it. Over the years, the stock has increased in
value many times, but the value has been volatile.
More on Peace of Mind Gift Annuity >>.
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Sale and Unitrust
Gene and Carol White purchased stock in a small
medical service company several years ago. The
company has done well. A larger company is now
discussing the possibility of buying the smaller
company. Gene and Carol are looking for a way to
save taxes.
More on Sale and Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent
gifts. These pages are here to help you learn how gift
planning ideas can be of personal benefit. Let us suggest a
few steps that would help you in that process.
Professional Advisors
We also have a complete tax update service for CPAs,
attorneys, CLUs, CFPs, ChFCs, trust officers and other
professional friends. The GiftLaw services are made
available to all advisors as a free service. We also are
always available to assist in helping you provide clients
with clear and understandable gift illustrations. If you
would like assistance with a gift illustration, please
contact your local United Way. To find your local office
click here.
If you are a professional advisor, you may take the
following steps on this site.
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Richard
always had a knack for chemical experiments, so it
came as no surprise when early in his teen years his
parents presented him with a chemistry set. It
contained the ingredients to conduct all sorts of
fun experiments.
