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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
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Planned Giving
Planned giving
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2016-08-10T12:03:03+00:00
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Remainder Unitrust
Trust Type
One Life
Two Lives
Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
Gift Date
Enter the date of the gift. Example: Mo/Day/Yr, 7/14/2000. If you enter an invalid date, such as a letter or blank, the system will default to the current date.
Rate of the Month
Month 1
Month 2
Month 3
The current Rate of the Month (AFR) will display in the drop down box. Choose one of the three rates offered.
Donor
Enter the name of the Donor. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", etc.
First Person
Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
First Age
You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
Second Person
Second Age
Trust Amount $
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.
Trust Payout
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Payment Frequency
Monthly
Quarterly
Semiannual
Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
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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
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More than a century of caring for our community
What we do
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Our take on education
▼
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
▼
Hurricane Resource Center
Mission United
Get involved
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Join a giving community
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United Way Tocqueville Society
United Way Women?s Leadership
United Way LINC
United Way Young Leaders
Give to your United Way
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Start a campaign at your workplace
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Campaign toolkit
Find your voice. Spread the word. Be a champion for change.
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Making a Difference in 2016
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Early Learning
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Give an hour. Give a day. Give of yourself.
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