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Giving Gifts of Stock - A Mutually Beneficial Way to Give

You already know that the Sioux Empire United Way accepts gifts of cash, but we also accept other types of gifts that offer greater tax saving advantages to our donors. In addition to making a meaningful and lasting gift to your community, you may significantly reduce your annual income taxes and capital gains taxes by donating a gift of stock, bonds, mutual funds, and life insurance.

Gifts of Stock, Bonds, and Mutual Funds

Donating stock to the Sioux Empire United Way offers significant tax advantages to you, while helping support important community programs. When you donate publicly traded stocks held long-term to the Sioux Empire United Way, you avoid all capital gains taxes. Plus, you may take the full fair market value of the stock gift as a charitable deduction on your income taxes.

If you have stock losses, sell the stock yourself to realize the loss and take the deduction for tax purposes. Then generate a charitable contribution deduction by donating the cash proceeds of the sale to us.

Gifts of mutual fund shares offers similar tax advantages as gifts of stock; you avoid paying tax on the appreciation in value, and for shares held for more than a year, you receive an income tax deduction based on the market value of the funds.

Contact your broker with written instructions requesting a transfer of stock from your account to the Sioux Empire United Way account . (Many brokerages offer a discount when transferring gifts to United Way—ask your broker for details.) To ensure prompt credit for your gift, please also complete a pledge card and forward to the Sioux Empire United Way office.

For an example of what your tax savings might be, see the example below or use this handy calculator: http://stock.unitedway.org/index.cfm

An example of how it works:

$5,000 gift to United Way
Gift of stock -- $5,000 (current value = $5,000; cost basis = $2,000)
Income tax savings @30% -- $1,500
Capital gains savings @20% -- $ 600
Total tax savings $2,100*
NET COST OF GIFT $2,900

*Please consult your tax advisor for information about your personal tax savings.

Gifts of Life Insurance

You can donate a life insurance policy to the Sioux Empire United Way or simply name us as the beneficiary. If you donate the policy, you can make tax deductible premium payments to us. If you name us as the beneficiary, you can qualify for federal charitable contribution deductions. Contact your insurance agent or attorney for more details.

Legacy Gifts

Remembering the Sioux Empire United Way in your will, retirement plans, endowments, and other planning vehicles offers exceptional opportunities for leaving a lasting legacy for others. Click here for more information and tools.

If you wish to make a legacy gift to the Sioux Empire United Way so that the annual support you have given for many years is continued into perpetuity for your community, please let our office know. Contact Jay Powell at 336-2095. Thank you!

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