When you give, you have a choice.
At United Way, we love having choices when it comes to impacting generational change. From tax-deductible contributions from estates to retirement distributions and other planned legacy gifts, discover what type of gift works best for you to achieve your philanthropic goals.
For any questions, please contact Jennifer Trice at (206) 461-3245 or jtrice@uwkc.org for more information.
Stock
Own stock, mutual funds, or have stock options available through your employer? Make a great gift with greater impact while enjoying a double tax advantage when you give to United Way via stock.
When you give the gift of stock to United Way, you can avoid paying capital gains tax incurred if you sell the stock rather than when it’s gifted. Plus, you’ll be eligible for a deduction from the full fair-market value of the stock you donated from your income taxes, as allowed by the IRS.
Complete a pledge form and mail or fax a Stock Transfer Authorization letter to your broker and to United Way of King County. Here’s a sample letter you can use.
Need more information? Please contact Jennifer Trice at (206) 461-3245 or jtrice@uwkc.org for more information.
Donor Advised Funds
Requesting a grant from your Donor Advised Fund as a gift to United Way is a simple, straight-forward, and tax-efficient process.
If you don’t already have a Donor Advised Fund but are still interested in getting a full tax deduction and deciding where to direct the funds later, please contact your financial advisor or Jennifer Trice at (206) 461-3245 or jtrice@uwkc.org.
IRA Charitable Rollover
By naming United Way as a retirement account beneficiary, you can continue using your money when you’re living, change your mind should your situation change, and have a lasting impact on your community now and into the future.
Life insurance gifts are another cost-effective way to make a future contribution, reducing your income tax.
If you are 70.5 years or older, a Qualified Charitable Distribution from your IRA allows you to contribute to a charitable organization without paying income tax.
If a charitable rollover makes sense for you, please contact Jennifer Trice at (206) 461-3245 or jtrice@uwkc.org for more information.
Crypto
Cryptocurrencies like Bitcoin, Ethereum and more can rapidly surge in value. Selling them for regular currency may trigger taxes. By donating appreciated crypto to United Way, you can avoid taxes and maximize impact, especially for those with substantial gains. Holding crypto for over a year may lead to federal tax deductions up to the full gift value.
If a crypto gift makes sense for you, please contact Jennifer Trice at (206) 461-3245 or jtrice@uwkc.org for more information.
Legacy Giving
Interested in powering the impact of United Way into the future? Leaving a legacy gift to United Way can easily be added to your will, living trust, or to a retirement account as a beneficiary in as little as one sentence. This will allow us to steward your final gift to have its greatest impact. Your heirs may also avoid inheritance taxes when you list United Way as beneficiary of assets such as your IRA or 401(k) balances.
If leaving a bequest makes sense for you, please contact Jennifer Trice at (206) 461-3245 or jtrice@uwkc.org for more information.
Sponsorship
Are you an individual, institution, or a corporate sponsor who wants to maximize your business value, create a positive public image, and strengthen consumer relationships? Your corporate gift to United Way is a powerful investment in the community where you and your employees work, live, and raise families.
If a sponsorship gift makes sense for you, please contact James Modie at (206) 461-4515 or jmodie@uwkc.org for more information.
Processing Fees
Gifts made directly to United Way of King County incur no processing fees; your dollars go directly to doing good work in the community.
Gifts designated to other nonprofits must be a minimum of $100 per agency and will incur a 10% processing fee.
Credit Card Fees
There will be no additional fee for making a donation with a credit card.
Are these fees ever waived?
- Processing fees are waived for gifts designated to any United Way located in Washington state.
- Processing fees for donors that give $10,000 or more directly to United Way of King County are waived for additional gifts designated to other nonprofits that same campaign year.
Is there a minimum gift requirement?
There is no minimum gift when you give directly to United Way of King County. For gifts designated to other nonprofits, the minimum gift is $100 per year. If a gift is designated to another nonprofit for less than $100 it will be redirected to United Way of King County.
Processing Fees Specific to Companies
- Matching gifts: The processing fee for a gift matching an employee gift designated to another nonprofit is 10% of the gift amount, with no maximum.
- Corporate gifts:
- The processing fee for a corporate gift designated to another nonprofit is 10% of the gift amount, with no maximum.
- No processing fees are charged on corporate gifts made directly to United Way of King County or any United Way in Washington state.
- The processing fee for a corporate gift designated to another nonprofit is 10% of the gift amount, with no maximum.