Gift Options

There are numerous ways that you can make a difference.  Many of these gift options can be used to make a one-time or reoccurring gift to support your community now.  Others can be used to create your legacy by endowing your gift for the future needs of our community.  Since everyone’s situation is unique, we suggest you talk with your financial advisor to determine which giving option is best for you.  

Are you 70 ½ or older with a traditional IRA? If so, you may be eligible to make a tax-free gift from your IRA called a Qualified Charitable Distribution (QCD)! QCDs are always tax-free, regardless of whether or not you itemize deductions on your tax return. 

To make your tax-free gift in just a few minutes, use our free online tool. Simply fill out the information online, print the form at the end, and follow the instructions to mail to your IRA custodian. 

For your peace of mind, this tool doesn’t ask for sensitive information like account numbers or social security information. 

If you have appreciated stocks, transferring them directly to United Way of Martin County is a powerful way to make a greater impact on our community. It is also a way to avoid the capital gains tax, making this a savvy giving choice. 

Click here for instructions.

One of the most powerful ways to advance Martin County for the common good is to include the United Way of Martin County in your will. 

To make this process easier than ever, we’ve partnered with FreeWill to give all of our supporters the opportunity to write their legally valid wills online for free. In less than 20 minutes, you will have a will that is valid in all 50 states.

If you have a more complicated estate, FreeWill can be used to create a set of documented wishes to bring to a lawyer’s office and save time and money. 

Secure your legacy with United Way of Martin County and write your will today. 
 

Significantly increase your gift with lower out-of-pocket costs by modifying an existing policy, or we will work with you and your advisor to create a new policy.

A simple and flexible option for those who have sufficient other assets to pass on to their heirs.  Naming United Way of Martin County as the beneficiary of some of these assets, especially IRAs, can ensure that your heirs avoid significant taxes.

Charitable Gift Annuity – Transfer an asset to United Way of Martin County in exchange for a fixed, guaranteed lifetime income.

Charitable Remainder Trust – Transfer appreciated assets to a trust, avoid capital gains and receive lifetime income, with United Way of Martin County ultimately receiving trust assets.

Charitable Lead Trust – Transfer assets to a trust and the trust pays United Way of Martin County income for a number of years.  Trust assets ultimately return to you and your heirs.

Each of these endowment building techniques may have significant tax planning opportunities and we will be glad to work with you and your advisor to design the gift to fit your particular financial situation.

To learn more about endowment building options, contact Elisabeth Glynn, CFRE Director of Philanthropy, at 772-283-4800, ext. 227 or send her an email.