Options For Year-End Giving
Happy Holidays! As we come to the end of the calendar year, there are many ways to support United Way through year-end giving.
You can support our work through our residential appeal, which funds our community impact work throughout Western Connecticut.
In addition to year-end giving donations of cash, remember there are some other great options for giving to United Way:
Gifts of stock can be a very powerful tool to manage your personal taxes and meet your philanthropic goals at the SAME time. For most taxpayers any gift of stock that has been held for at least one year - defined as a 'long term' holding - can be written off at fair market value against income if donated to a qualified charity such as United Way of Western Connecticut. We are happy to accept stock at any time but that is especially true now in the wake of our Annual Appeal.
IRA owners over age 70½ can make a gift from their IRA directly to a qualified charity such as United Way of Western Connecticut. An IRA charitable rollover gift can help satisfy your required minimum distribution, reduce your taxable income, and further the work of a charitable organization.
Please speak with a tax advisor to see if a gift of stock or through your IRA at this time makes sense for you and your financial goals
If you require additional information to complete one of these transactions, please contact Jennifer Smith at 203-297-6305.