
IRA Charitable Rollover
You may be looking for alternative ways to make a contribution to help further our mission. An IRA charitable rollover is one option.
BENEFITS OF AN IRA CHARITABLE ROLLOVER
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Avoid taxes on transfers from your IRA to our organization
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Make a gift that is not subject to the deduction limits on charitable gifts
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Help further the work and mission of our organization
HOW AN IRA CHARITABLE ROLLOVER GIFT WORKS
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Contact your IRA plan administrator to make a gift from your IRA to us.
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Your IRA funds will be directly transferred to our organization to help continue our important work.
CONTACT US
If you have any questions about an IRA charitable rollover gift, please contact your tax preparer or financial advisor.
Wills and Bequests
WHAT ARE THE BENEFITS OF MAKING A BEQUEST?
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You leave a lasting legacy in your community.
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You lessen the burden of taxes for your family.
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You may receive estate tax savings.
HOW DO I MAKE A BEQUEST?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to UWRC as part of your estate plan.
WHAT ARE MY OPTIONS?
A bequest can be made in several ways:
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You can gift a specific dollar amount or asset
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You can gift a percentage of your estate
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You can gift from the balance or residue of your estate.
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You can make a beneficiary designation of certain assets.
Charitable Gift Annuity
You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.
BENEFITS OF A CHARITABLE GIFT ANNUITY
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Receive fixed payments to you or another annuitant you designate for life
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Receive a charitable income tax deduction for the charitable gift portion of the annuity
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Benefit from payments that may be partially tax-free
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Further the charitable work of United Way Worldwide with your gift
HOW A CHARITABLE GIFT ANNUITY WORKS
A charitable gift annuity is a way to make a gift to support United Way.
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You transfer cash or property to United Way.
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In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
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You will receive a charitable income tax deduction for the gift portion of the annuity.
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You also receive satisfaction, knowing that you will be helping further our mission.
If you decide to fund your gift annuity with cash, a significant portion of the annuity payment may be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.
CONTACT US
If you have any questions about charitable gift annuities, please contact us. We would be happy to connect you with someone who can help answer your questions.
Please note: The information provided here is meant to inform donors of possible alternative giving options, only. These guidelines do not constitute personalized investment advice or a recommendation to make any specific investments and United Way of Randolph County staff are not qualified to give financial or investment advice. All major financial and investment decisions should be based on individual circumstances, personal due diligence, and discussed with a qualified financial advisor or other professional. If you need help connecting with a qualified financial advisor, we are here to help!