For many people, philanthropic giving is a lifelong commitment that provides both personal satisfaction and financial benefits. In addition to planting a seed that will continue to grow for generations to come, there are financial incentives that may apply to planned giving.
A charitable planned gift is the result of careful and thoughtful structuring of one’s estate to benefit one or more charitable organizations. A planned gift can be given in many ways, including cash, charitable trusts, life insurance, retirement plans, bequests, appreciated property, charitable gift annuities and donor advised funds.
The legal name to use in gift-planning transactions is United Way of 1000 Lakes.Our Federal Tax ID number is 41-6042589.
Contact United Way at 218-999-7570 or email us letting know you made a planned gift.
Make a Gift of Stock
Donating stock can be an effective and efficient method of supporting the United Way. Stock donations may enable you to increase your gift to United Way while realizing additional tax benefits for you. Check with your broker or tax advisor to determine if a stock donation makes sense for you.
When donating stock, most people simply transfer the stock directly to United Way rather than selling it. This allows you to claim a charitable contribution in the amount of the average of the high and low stock price on the day of the transfer to United Way. United Way is responsible for any fees related to the sale of the stock.
For information contact United Way at 218-999-7570 or by Email.