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Additional giving options
Planned Giving
A planned gift may include gifts of stock, bonds,
mutual funds, or real estate, given to United Way of
Fort Smith Area either as an outright gift or a gift in
a bequest, trust or gift annuity. Planned giving not
only allows you to demonstrate your commitment to people
in need, it can be an important element of your overall
financial, philanthropic and estate planning.
Endowment
The United Way Endowment provides perpetual
assistance to the people of the United Way service area.
It ensures that the work of the United Way and its
agencies continues into the future.
Substantial growth of the Endowment will allow the
United Way to allocate 100% of the annual campaign to
United Way agencies.
Wills or Bequests
In addition to providing for your family, your will
can designate United Way of Fort Smith Area as a
beneficiary. You may give a specific amount, a
percentage of your estate, or all of what remains after
providing for the important people in your life.
Retirement Plans
You can make United Way of Fort Smith Area a
beneficiary of your IRA or retirement plan. This option
is an especially effective way to minimize estate taxes.
Appreciated Securities
Contributing appreciated securities such as stocks,
bonds and municipal funds can provide you with
significant tax benefits, including avoidance of capital
gains tax.
Property
Donations of real estate can provide significant tax
benefits.
Life Income Gifts
Name United Way of Fort Smith Area as the
beneficiary of a charitable remainder trust, lead trust,
gift annuity, or pooled income fund. These can be
tailored to meet your specific needs, in addition to
benefiting United Way and its member agencies.
Gifts can be made, and often tax advantages realized,
through a variety of methods. They include:
- Outright gifts
- Bequests
- Trust Agreements
- Life Income Plans
- Stock
- Real Estate
- Life Insurance
If you are interested in planning a
gift with United Way, please call United Way at
479-782-1311 |
