A gift of appreciated stock or other assets creates meaningful impact throughout North Texas, while also offering potential tax benefits. By donating assets, you may be able to increase your tax deduction and your gift while avoiding capital gains taxes.
To donate stock, please contact Annette Bradford on the United Way Stock Gift Processing team at (214) 978-2027 or firstname.lastname@example.org. United Way will need the information below to assist you with this transaction:
If you are 70.5 years or older, a Qualified Charitable Distribution from your IRA allows you to contribute up to $100,000 (for individuals) or $200,000 (for married couples) to a charitable organization without paying income tax.
Through a Donor Advised Fund (DAF), you can recommend a one-time grant or initiate an automatic monthly or quarterly gift, which is one of the easiest ways to show your commitment all year long.
Through a will or trust, you can make a planned gift to support United Way’s future work in education, income and health. All planned gifts are designated to the United Way of Metropolitan Endowment, so your gift becomes a permanent legacy.
Please contact us at email@example.com for more information about these donation options, or to let us know about your gift so we can ensure the correct acknowledgment for your taxes.