Other Than Cash
gift of securities, real estate or other assets can make a meaningful difference
to United Families International and our goal to
and preserve the family. Your gift can also potentially bring you tax and
you interested in learning more about making a gift of any of the assets listed
below to United Families International?
Securities (stocks, bonds, mutual funds)
Farm or ranch
Commercial real estate
Retirement plan assets
Life insurance policy with UFI as beneficiary
a Gift That Allows Me to Retain an Income
referred to as gifts that give back, each type of life income gift can be
an integral part of your overall financial plan. Each
provide income tax and estate tax advantages. The life income stream to you
or your loved ones can be tailored to your
needs. We can answer questions about drafting documents, choosing a trustee,
and determining what assets are
for use in each type of life income gift.
a Gift from a Larger Estate
for the larger estate can be both complex and fulfilling. By necessity, it
involves the help of your financial and legal
to address specific needs relating to your financial position and the creation
of your family legacy. Proper planning
also provide ways for you to create a “social legacy,” a way of influencing
humanity and passing to your heirs the values
are important to you. Several charitable tools are available to assist you
in the creation of your social legacy and can also
provide great financial benefits.
contact UFI to make arrangements for your non-cash donations, by calling (480)
you for your support!