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Personal
Contributions
Planned Giving
Make an Enduring
Difference
Making a planned
gift is one of the
best ways to
support Twin
County United Way
forever. Planned
gifts allow donors
to make a
significant impact
on those in need
over an extended
period of time
while taking
advantage of many
benefits,
which may:
-
Reduce your
taxes
-
Increase your
income
-
Conserve your
family's wealth
-
Fulfill your
charitable goals
-
Be designed to
reflect your
special interests
The Legacy Society
Donors who make a
planned gift of
any kind will be
recognized as
members of The
Legacy Society.
Gifts to
the TCUW endowment
will be invested
to support local
solutions for
years to come.
If you are
interested in any
of our Planned
Giving options, we
will be pleased to
work with you and
your advisors to
develop a planned
gift that best
suits your
particular needs.
For more
information or to
discuss your needs
in confidence,
please contact
Angie Titus at
208-743-6594 or
atitus@tcuw.org.
Planned gifts can
be made in
several ways:
Charitable Gift
Annuity
A Charitable Gift
Annuity can be
purchased directly
from the United
Way of America to
benefit Twin
County United Way
for the minimum
amount of $10,000.
Annuity income may
be provided for up
to two people, and
payments may be
deferred until a
time when it is
most needed.
Charitable gift
annuities may be
purchased with
cash of
appreciated
property.
Charitable gift
annuities provide
a guaranteed
life-income, and
the rate of return
may be relatively
higher than can
otherwise be
obtained. You
receive an
immediate
charitable income
tax deduction and
may gain relief
from tax on
capital gain.
Charitable
Remainder Trust
A Charitable
Remainder Trust
may be funded with
cash or
appreciated assets
such as
securities, real
estate or other
property. You
and/or other
beneficiaries can
receive income for
life or for a set
number of years.
You receive an
immediate
charitable income
tax deduction,
immediate income
and may receive
relief from tax on
capital gain. When
the trust expires,
the assets
remaining in trust
go to support the
mission of Twin
County United Way.
Charitable Lead
Trust
This can allow you
to pass wealth to
your children or
grandchildren with
minimal taxation.
Sometimes called a
"reverse
charitable
remainder trust,"
a charitable lead
trust provides
income to Twin
County United Way
for a period of up
to twenty years.
When the trust
expires, the
principal is
returned to you or
your heirs with
significant estate
and inheritance
tax savings.
Retained Life
Interest
You may choose to
donate your home,
vacation property
or other real
estate to United
Way while
retaining use of
it for the
lifetime of you
and your spouse.
You will receive
an immediate
charitable gift
income tax
deduction, avoid
tax on capital
gain and the
property is
removed from your
estate. So long as
you retain use of
the property, you
are responsible
for its
maintenance and
the payment of
property assessments.
Bequests
Naming Twin County
United Way as a
beneficiary of
your will can,
when properly
planned, reduce
the rate at which
your estate is
taxed. You can
make a charitable
bequest of a
specific dollar
amount, a
percentage of your
estate or the
remainder of your
estate after
planning to care
for your family
and friends.
Gifts of Stock,
Cash, or Life
Insurance
Donors may also
make gifts of
stocks and bonds
for helpful tax
benefits, as well
as gift of life
insurance
policies, or cash.
Memorial Gifts
Memorial gifts in
the name of loved
ones or gifts in
honor of special
occasions -
weddings or
anniversaries -
are other ways to
make current gifts
to the Twin County
United Way
Endowment.
Please consider
including Twin
County United Way
in your will, and
please notify us
when you do.
Visit
www.uwgift.org,
the Resource from
United Way of
America, for
helpful planned
giving tools.
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