Non-Cash Donations
Gifts
Other Than Cash
Your
gift of securities, real estate or other assets can make a meaningful difference
to United Families International and our goal to
protect
and preserve the family. Your gift can also potentially bring you tax and
other benefits.
Gift
Assets
Are
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)
Personal residence
Farm or ranch
Commercial real estate
Unimproved property
Art, antiques
Retirement plan assets
Life insurance policy with UFI as beneficiary
Planned
Giving
Plan
a Gift That Allows Me to Retain an Income
Often
referred to as gifts that give back, each type of life income gift can be
an integral part of your overall financial plan. Each
can
provide income tax and estate tax advantages. The life income stream to you
or your loved ones can be tailored to your
individual
needs. We can answer questions about drafting documents, choosing a trustee,
and determining what assets are
appropriate
for use in each type of life income gift.
Plan
a Gift from a Larger Estate
Planning
for the larger estate can be both complex and fulfilling. By necessity, it
involves the help of your financial and legal
advisors
to address specific needs relating to your financial position and the creation
of your family legacy. Proper planning
can
also provide ways for you to create a “social legacy,” a way of influencing
humanity and passing to your heirs the values
that
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.
Please
contact UFI to make arrangements for your non-cash donations, by calling (480)
632-5450.
Thank
you for your support!
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