Your charitable gift will provide vital support for our projects, activities and goals You can enjoy immediate or deferred tax benefits for you and your family Your gift will impact women, children and youth far into the future
Estella was nearing retirement. Over the years, with the help of her financial advisor, she made solid investments in securities and built a sizable portfolio. While her investments increased substantially in value, her potential capital gains tax bill was rising. Now with retirement on the horizon, she was looking for a way to sell her highly appreciated stock, generate income for her future and avoid paying high capital gains tax.
Estella: For many years I had supported the work of United Methodist Women. Through an e-mail I learned that I could make a gift of my appreciated stock to United Methodist Women and bypass the potential capital gains tax cost I was facing. I was thrilled to learn that after transferring my portfolio to a charitable remainder trust, the trust would sell the stock tax free. I liked the fact that the trust would provide me with income for my retirement years.
Estella decided to make a gift of her appreciated stock to establish a charitable remainder unitrust. She was thrilled at the prospect of creating future income while bypassing capital gains tax.
Estella: When I heard that in addition to the other benefits I would receive a charitable deduction for my gift, it was just icing on the cake! I wondered why everyone nearing retirement doesn't set up a charitable trust.
*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to United Methodist Women. Since your unitrust benefits may be different, you may want to click here to view a color example of your benefits.
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PRIVACY STATEMENT
United Methodist Women is doing business as United Women in Faith, a 501(c)(3) organization.
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.
