You can contribute to United Way Monterey County in one of the following ways. Click on a gift model below to learn more.
Bequest
You designate United Way Monterey County as the beneficiary of your asset by will, trust, or beneficiary designation form.
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IRA Rollover
As of December 18, 2015, the IRA Charitable Rollover was passed by Congress and signed into permanent law by the President, allowing taxpayers age 70 ½ or older to transfer up to $100,000 annually from their IRA accounts directly to a charity without first having to recognize the distribution as income.
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Charitable Gift Annuity
You transfer your cash or appreciated property to United Way Monterey County in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
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Charitable Lead Trust
You fund a trust that makes gifts to United Way Monterey County for a number of years. Your family receives the trust remainder at substantial tax savings.
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Life Estate Reserved
You give your property to United Way Monterey County but retain the right to use the property during your lifetime.
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Please find the sample “Letter of Intent” you can share with your attorney or estate planner, should legacy giving to United Way Monterey County be of potential interest to you.