The Gift that keeps on Giving!

Immediate Ways to Invest:

Would you like to give a gift that keeps giving for years and years?  Here are some gift ideas that will keep giving and you don’t even have to reach for your check book.  It’s a way you can help your community to grow stronger each year.  And you don’t need to be a millionaire to give a gift that will make a real difference!

There are many types of planned gifts, all of which can have significant tax benefits.

Bequests:

Name United Way of MPM as a beneficiary in your will – A bequest provision can be included in your will when you create it, or you can amend an existing will.

Outright Gifts:

Make and outright gift of cash, appreciated stock or personal assets – This is an excellent technique for individuals that are looking to benefit from an immediate tax deduction, possible from a significant bonus or selling a business.

Retirement Plan:

Name United Way of MPM as a beneficiary of a retirement plan or IRA account – Perpetuating your gift through a retirement plan is simple, flexible and can have significant tax benefits. Contact the administrator of your retirement plan to designate United Way of Muskingum, Perry and Morgan Counties as a beneficiary.

Life Insurance:

Name United Way of MPM as a beneficiary of an existing or new life insurance policy – Consider assigning ownership of your policy to United Way for immediate tax benefits, or simply designate Unite Way as the beneficiary to leave a lasting legacy in our community

There are other ways an estate gift may be made to your local United Way, including Charitable Trusts and Charitable Gift Annuities.  Please contact your financial advisor to determine the best planned giving plan for you.   If you would like assistance and guidance in planned giving please contact us at www.unitedwayofmpm.org or call Audrey Foster at 740-454-6872.

This information is intended to provide general gift planning information. Our organization is not qualified to provide specific legal, tax or investment advice, and this publication should not be looked to or relied upon as a source for such advice. Consult with your own legal and financial advisors before making any gift.