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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. 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."
| Weekly Article | | | | | Give Less to the IRS
 Rob and Barbara love this time of year. They enjoy the holiday traditions and the gathering of family and friends. They also especially appreciate the exchanging of gifts. More ... |
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.
 | 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 >>. |
 | The Retirement Unitrust
Mary grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement 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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