If you are 70 ½ or older, you may be interested in a way to lower the income and taxes from your individual retirement account (IRA) withdrawals. An IRA Charitable rollover is a great way to do just that and support the continued work of United Way of Harvey and Marion Counties.
Potential Benefits of an IRA Rollover:
How an IRA Charitable Rollover Gift Works:
You can pay your pledge to United Way of Harvey and Marion Counties through your donor advised fund. This may be the option for you if you are looking to make a significant impact on the work done by the United Way. The process is simple:
The gift of an appreciated asset, often common stock or mutual fund shares, is a valuable way to make a contribution to a charitable organization and receive tax benefits based on the value of the asset(s).
A gift of stock can bring meaningful financial and tax benefits to both you and United Way of Harvey and Marion Counties. Please be sure to notify United Way of Harvey and Marion Counties of your gift intent when you notify your broker, so that we can ensure the gift will be properly handled. If you need additional assistance in gifting your stock assets, please contact United Way of Harvey and Marion Counties.