Choose the Gift Option That Matches Your Goal
Create a Legacy of Hope - Savor the Joy of Giving
If your goal is to:
Make a quick and easy gift
Action Required--write a check
Benefits—a charitable income tax deduction and immediate impact on UUCR
Avoid tax on capital gains
Action Required--contribute highly appreciated assets owned for more than a year, such as stock, real estate or mutual funds.
Benefits—a charitable deduction for the full market value and no capital gains tax.
Keep financial options open during your lifetime
Action Required--put a bequest in your will (to be funded with cash, IRA benefits, specific property or a share of your residuary estate)
Benefits--a taxable estate reduced by one dollar for every dollar donated.
Protect assets and financial flexibility
Action Required--transfer assets to a revocable trust and name UUCR as final beneficiary.
Benefits--full control of the trust and its terms, a reduced taxable estate and no public probate of trust.
Secure a fixed, guaranteed income for the rest of your life
Action Required--give cash or stock to fund a UUA charitable gift annuity
Benefits--a charitable deduction, some tax-free income and no market risks.
Diversify portfolio, avoid capital gains and boost income
Action Required--Create a UUA charitable remainder trust ($100,000 and above) that makes payments to you and your love ones.
Benefits--a fixed or variable income for the rest of your life, a charitable deduction and a reduced estate.
Protect estate from high taxes due on IRA, 403(b) or pension plan
Action Required--name UUCR as beneficiary of all or portion of the plan assets remaining after your lifetime.
Benefits--reduced estate and income taxes on loved ones’ inheritance.
Avoid capital gains tax on the sale of a home or other real estate.
Action Required--give the property to UUCR or transfer it to a charitable unitrust.
Benefits--a charitable deduction, a reduced estate, plus no capital gains tax.
Create a hedge against inflation over the long term
Action Required--donate stock or cash to the UUA pooled income fund or fund a charitable remainder unitrust.
Benefits--a variable income that may grow over time as the value of the gift grows, a charitable deduction and no capital gains tax.
For more information the UUCR Planned Giving Committee recommends that you check with your financial and/or legal advisers. Additionally, please go to the UUA website to learn more about Planned Giving. https://plannedgiving.uua.org