Your Philanthropic Legacy Starts With a Plan
Make a lasting impression through planned giving
Designating a planned gift is a meaningful way to show your dedication and appreciation to United Way’s mission while also accommodating your own personal, financial, estate-planning, and philanthropic goals. With early and smart planning, donors may actually increase the size of their total gift and/or reduce the tax burden on heirs. Just as important, a planned gift provides meaningful stability to United Way’s community impact investments.
Make a Gift from my IRA
If you are 70 ½ or older, you’re eligible to create a tax-free gift from your IRA to support United Way of Central Indiana. This is called a Qualified Charitable Distribution (QCD). United Way has free, online tool to help show you how to use funds you are required by law to withdraw from your IRA.
Make a Gift from my DAF
You can use your Donor Advised Fund to distribute gifts to support numerous charities including United Way of Central Indiana.
Donate Appreciated Stocks
Donating appreciated stock can be more beneficial than giving cash by avoiding capital gains taxes and possibly receiving a federal tax deduction.
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Brokerage Firm: Raymond James & Associates
Contact: Alex Lord
Email Address: Alex.Lord@RaymondJames.com
Phone #: (317) 573-1785
Address: 11611 N. Meridian St., Suite 600 / Carmel, IN 46032
Account #: 15304538
DTC #: 0725
Tax I.D.: 35-1007590
Create a Will
United Way has partnered with FreeWill to provide our community with a free online tool to create a legal will. It’s an easy, free, and virtual way to complete your will, while at the same time creating a lasting philanthropic legacy.
August is National Make-A-Will Month and United Way of Central Indiana is inspiring all of our community members to think bigger and take stock of their lives by creating a legal will. With our friends at FreeWill, it only takes 20 minutes to write your plans and get peace of mind in the months to come. Since 2017 over half a million people have used FreeWill to write their wills. Will you join them?
Have additional questions?
Click HERE to email Mike Caldwell, Manager of Estate Gift Planning at United Way of Central Indiana.