|
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. For more information, please contact your local United Way or the United Way of America Planned Giving Department.
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 2008 and $100,000 in 2009. 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.
 | Tax-Free Sale
Peter and Sue Lee 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 >>. |
 | 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 >>. |
 | 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.
|
Hazel decided it was time to clean up and paint her bedroom. What better time than autumn? So, with the fall colors in mind, she drove to her favorite paint store that happened to have a few colorful trees in its parking lot. 