If you are 70 ½ or older, you may be interested in a way to lower the income and taxes from your individual retirement account (IRA) withdrawals. An IRA Charitable rollover is a great way to do just that and support the continued work of Harvey county United Way.
Potential Benefits of an IRA Rollover:
How an IRA Charitable Rollover Gift Works:
You can pay your pledge to Harvey County United Way through your donor advised fund. This may be the option for you if you are looking to make a significant impact on the work done by the United Way. The process is simple:
The gift of an appreciated asset, often common stock or mutual fund shares, is a valuable way to make a contribution to a charitable organization and receive tax benefits based on the value of the asset(s).
A gift of stock can bring meaningful financial and tax benefits to both you and Harvey County United Way. Please be sure to notify Harvey County United Way of your gift intent when you notify your broker, so that we can ensure the gift will be properly handled. If you need additional assistance in gifting your stock assets, please contact Harvey County United Way.