Giving to UDS

Planned Giving

There are many ways you can help ensure that people with disabilities in our community are able to continue to receive services from UDS without impacting your current lifestyle or financial security. By taking advantage of incentives the IRS provides, you can partner with us to create a gift that benefits you, your loved ones and UDS.

Support UDS while improving your financial security

Planned Giving allows UDS supporters like you to achieve their philanthropic goals while financially. It's a smart way to contribute a larger gift than may be possible through individual gifts from your day-to-day income.

Opportunities to give fall into these categories

• Gifts that Pay You Income

  There are several options for supporters interested in investing in the future of UDS while receiving income. Charitable Gift Annuities (CGA), Charitable Remainder Trusts (CRT) or Charitable Gift Trusts are just a few of the income-generating options our supporters choosing to make a generous contribution to UDS.

  Charitable Gift Annuities (CGA)
  A CGA is a legal contract between a donor and a charity. You make a non-revocable gift – such as cash or other assets – to UDS. UDS invests the money and pays you back a fixed annual income – now or at a future date. If you fund your gift annuity with cash, a significant portion of the annuity income will be tax-free. If you make a gift from your appreciated securities, you'll avoid a portion of the capital gains tax.

  Charitable Remainder Trust (CRT)
  A CRT is a great way to support UDS and reduce your taxable income. You donate assets to an irrevocable trust, naming UDS as the remainder beneficiary and yourself or someone else as the income beneficiary. UDS invests the trust assets and the trust makes annual distributions to you or your designated income beneficiary for life. In doing so, you avoid capital gains on the sale of your appreciated assets.

• Gift From Retirement Plan

  Making a gift through your IRA or other tax-qualified retirement account is a great option for reducing your income tax burden and leaving a legacy of support to UDS. Working with your plan administrator, you can designate mandatory distributions to UDS.

  Benefits
  • Use mandatory distributions for charitable donations
  • Avoid paying taxes on those mandatory distributions
  • Set a fixed payment that increases over time
  • Make a more generous gift than would be possible through traditional donations

  There are several restrictions that apply to this provision, so as with any planned giving endeavor; UDS encourages you to contact us or your professional advisor to learn more.

• Gifts From Your Will Or Trust

  Including UDS in your will or trust is a simple, no-cost way to leave a lasting impact on UDS and the individuals we serve. Bequests are revocable, can be amended easily and should be drafted with the assistance of an attorney.

  A bequest can be made as a percentage, specific dollar amount or gift from the balance of your estate. You can also name UDS as the beneficiary of all or part of your retirement assets, such as a 401(k), 403(b), IRA Keogh or profit-sharing pension plan. This enables the full value to be transferred to UDS and provides estate tax savings.

  Benefits
  • Receive estate tax charitable deduction
  • Reduce the tax burden on your family
  • Your assets remain in your control during your lifetime
  • You can modify your gift to address changing circumstances
  • You can direct your gift to a particular purpose (please be sure to check with us to ensure your gift can be used as intended)
  • Leave behind a legacy of support to UDS
  Language assistance
  

  If you or your attorney would like UDS to provide you with customized beneficiary language specific to your goal or interest, contact Larry Aubrey, Director of Major Gifts
  Download a gift language sample for your Will or Trust