An
Investment in Service
To
the Community and
You
Can Reap Tax Benefits
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You can make a gift
to benefit the United Way while retaining income for yourself.
You may have securities (stocks, bonds, mutual funds) owned
“long-term” that have increased in value. Because of capital
gains tax avoidance, you could use appreciated securities to
create charitable life income gifts.
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You
can enjoy significant tax savings from life income gifts by:
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Qualifying for an
immediate Federal income tax deduction that is based on the value
of your contribution.
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Reducing, delaying,
or eliminating capital gains tax on eligible assets.
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Bypassing or
reducing gift and estates taxes.
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Reaping the benefits
of tax-free income under certain circumstances.
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Your legacy, trust
gift, planned giving and annuities to the United Way can help now
and in the future to maintain and expand needed programs of
services
Further information
about these benefits and its advantages to you, the contributor,
may be obtained by consulting your attorney, tax consultant or
trust officer of your bank. Your contributions may be deductible
according to Federal tax laws..
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Your
contribution may be deductible according to Federal tax laws
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