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While most people contribute to United Way through workplace campaigns, more and more are taking advantage of planned giving and other options. Regardless of how you choose to give, contributions of $1,000, $10,000 or $25,000 or more qualify you for membership in United Way giving societies that offer valuable benefits and make your gifts go further.
Giving stock
By making a gift of securities, you may:
| Claim the market value of the stock as a tax deduction, which is usually more than the actual amount paid for the shares. |
| Avoid capital gains, state and local taxes on the profit from the sale of the securities. |
There are only two simple steps to donate securities to United Way.
| Contact your broker and request a transfer of securities to the United Way account. United Way maintains accounts at most brokerage firms in metropolitan Atlanta. Please do not send stock certificates by mail |
| Contact Molly Besszong at (404) 527-7318 |
Appreciated Securities
Do you own assets that have substantially increased in value over the years? Donated assets such as stocks, bonds, mutual funds or real estate may provide you with an income tax deduction based on the fair market value of the gift and eliminate all capital gains taxes. Calculate your Stock Gift!
Bequest
A bequest to United Way is as simple as an amendment (codicil) to your will stating, "I give the rest, residue, and remainder of my estate (or a dollar amount) to the United Way of Metropolitan Atlanta, Inc., a non- profit human service corporation." Bequests may provide you with valuable estate tax savings. Learn more...
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Life Insurance
Give a life insurance policy to the United Way, if it is no longer needed for your family's protection or purchase a new life insurance policy, naming the United Way of Metropolitan Atlanta as the beneficiary.
Charitable Remainder Trust
Do you own low yielding assets like real estate or securities that have appreciated in value? Is your objective to sell those assets and reinvest in higher income vehicles? A charitable remainder trust may help eliminate capital gain taxes, reduce estate taxes and give you a current tax deduction. A charitable remainder trust increases lifetime cash flow, by paying the contributor an annuity, and may enable you to pass more assets to your heirs, as opposed to inheritance taxes. Learn more...
Charitable Lead Trust
For people with estates in excess of $1 million, proper estate planning may save your family from unnecessary taxation. A charitable lead trust is a popular method of ultimately transferring assets to children or grandchildren, while reducing or avoiding estate/gift taxes. Learn more...
Charitable Gift Annuities
A charitable annuity provides you with a guaranteed income stream for life allows when you contribute assets to United Way of Metropolitan Atlanta and get a charitable deduction. Charitable annuities can ease the worries of outliving your resources and provide revenue to the contributor coupled with numerous tax advantages. Learn more...
Contact Molly Besszong (mbesszong@unitedwayatlanta.org) at (404) 527-7318.
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