United Way

United Way of
Fort Smith Area
320 South 18th
P.O. Box 2300
Fort Smith, AR
72902-2300
479-782-1311
479-782-3505 FAX
Email Us!
Tax ID #71-0329530

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Leadership matters

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:

1. Outright gifts
2. Bequests
3. Trust Agreements
4. Life Income Plans
5. Stock
6. Real Estate
7. Life Insurance

If you are interested in planning a gift with United Way, please call United Way at 479-782-1311

Enhanced charitable giving opportunity

For a limited time – until December 31, 2007 – the Pension Protection Act of 2006 offers a new charitable giving opportunity for donors over age 70 ½ to make gifts from their traditional or Roth IRAs. These qualified charitable distributions from IRAs will not be included in the donor’s federal taxable income and will satisfy all or part of an individual’s IRA minimum distribution. The transfer must be made directly from the IRA custodian to the charity, and the maximum gift amount is $100,000 per account owner.

With IRA gifts, it is vital that you notify the United Way office of your plans so we may coordinate with your IRA custodian to ensure proper transfer and substantiation of your gift for tax purposes. As with any tax strategy, please consult your professional tax advisor.