United Way Retirees Association 701 North Fairfax Street Alexandria, Virginia 22314-2045 tel 703.836.7100, Ext. 621 tel 800.UWA.2757, Ext. 621 fax 703.683.7811 uwra@unitedway.org www.uwra.org	Return To Homepage
CHOOSE A GIFT THAT WORKS FOR YOU:
If your Goal is to:	Then You Can:	Your Benefits Are:
Make a quick and easy gift	Simply write a check now	An income tax deduction and immediate impact for UWRA
Avoid tax on capital gains	Contribute long-term appreciated stock or other securities for a specific term of years	A charitable deduction plus on capital gains taxation
Reduce gift and estate taxes to heirs	Create a charitable lead trust that pays income to UWRA	It has the estate tax benefits of a gift, but your family keeps the asset
Make a revocable gift during your lifetime	Name UWRA as the beneficiary of assets in a living trust, will, or IRA	Full control of the trust terms for your lifetime
Defer a gift until after your lifetime	Put UWRA in your will or living trust either by giving cash, stocks, bonds, specific assets, or share of the residue	Your donations are fully exempt from estate tax
Make a large gift with little cost to yourself	Contribute a life insurance policy you no longer need, or buy a new one	Current and possibly future income tax deductions
Avoid the twofold taxation on IRA (Individual Retirement Account) or other employee benefit plans	Name UWRA as the beneficiary of the remainder assets after your life time	Its lets you leave your family other assets that carry less liability taxation
Avoid capital gains tax on the sale of a home or other real estate	Donate the property to UWRA, or sell it to us at a bargain price	An income tax deduction, plus reductions or elimination of capital gains tax
Create a hedge against inflation over the long-term	Create a charitable pooled income fund or unitrust gift that pays you income and provides tax benefits	It pays you a variable income for life with joint and single lives and provides tax benefits
Secure a fixed life income while avoiding market risks	Create a charitable annuity trust or a charitable gift annuity	It gives you tax benefits and often boosts your rate of return and income