Planned Giving
United Way of East Central Iowa has been raising funds since 1914 and while our community has come a long way we continue to see needs increase.
We appreciate your consideration in including us in your estate planning. Your support will ensure that we can continue to help improve community needs many years from now.
To make a gift please consider contacting United Way CEO Lois Buntz at lbuntz@uweci.org or 319-398-5372 Ext. 20.
“Please join me in supporting United Way for the next 100 years,” – Greg Neumeyer, BankIowa and Planned Giving Committee Chair
Cash
An outright gift of cash qualifies for a full charitable deduction for most donors who itemize their federal income tax returns. (And if your gift is made through the Greater Cedar Rapids Community Foundation, you may qualify for the Endow Iowa Tax Credit of 25 percent.)
Appreciated Securities
Transferring shares of stocks, bonds, or mutual funds that have increased in value to United Way is a terrific way to make a charitable gift. You save on taxes twice: You won’t be subject to the capital gains tax, plus you earn a charitable deduction for the current value of the security.
Charitable Trusts
United Way of East Central Iowa can be named as the ultimate beneficiary of a charitable remainder trust or the income beneficiary of a charitable lead trust. Both are highly effective estate planning tools that can benefit donors now or later.
Life Insurance
United Way of East Central Iowa can be named as the beneficiary of a new or existing life insurance policy. If United Way of East Central Iowa is also named as the owner of the policy, all of the donor’s premium payments are charitable deductions.
Retirement Plans
Significant tax benefits can be gained by naming United Way of East Central Iowa as residual beneficiary of retirement plan assets. This option allows a donor to defer a gift to the end of his or her lifetime, reduce the size of the estate, and meet charitable objectives.
“Thank you for your support.” – Lois Buntz, United Way CEO
Bequests
A gift can be made through your Last Will and Testament as an outright, residuary, contingency, or restricted bequest.
Appreciated Property
Gifts of securities and real property may provide important tax advantages. Their full fair market value is deductible as a charitable contribution with certain limitations.
Charitable Gift Annuities
This gifting technique is an outright gift of cash, securities or other property to United Way of East Central Iowa made during a donor’s lifetime in return for the organization’s promise to pay a lifetime annuity income to the donor.
Download our endowment brochure here. (You can also view it below)
Note: This page is for informational purposes only and should not be used as legal advice. Please contact your attorney or financial advisor.
