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Make an Impact with a Lasting Gift to United Way of Miami-Dade
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 contribution will influence the well-being of others far into the future
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Planned Giving
Planned giving
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2016-08-10T12:03:03+00:00
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Gift Type
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Donor
Enter the name of the donor. You may use such titles as Mr., Mrs., Dr., Rev., Jr., Sr., etc. The donor is the owner of the asset contributed and will receive the tax deduction and capital gains bypass benefits, if applicable.
Income Tax Rate
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12%
22%
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32%
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37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Value of Property $
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely held stock and other hard-to-value assets, the FMV would be the appraised value of the property on the date of the gift.
Cost Basis $
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Cash $
Enter the amount of cash you wish to receive from the sale of the asset(s) that will be used to fund the trust. This amount of cash will not go into the trust.
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About United Way of Miami-Dade
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Accountable to you
Board of Directors
The results of your generosity
Executive staff
Community Jobs
More than a century of caring for our community
What we do
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Our take on education
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Center for Excellence in Early Education
ReadingPals
Education programs
Our work in financial stability
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United Way Center for Financial Stability
Financial Stability Programs
The United Way ALICE Report
Our work in health
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FamilyWize
Health programs
Disaster preparation and response
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Hurricane Resource Center
Mission United
Get involved
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United Way LINC
United Way Young Leaders
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Making a Difference in 2016
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