There's a way for you to support Orange County United Way and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity.
This type of donation can provide you with regular payments and allow us to further our work. You can also qualify for a variety of tax benefits depending on how you fund your gift.
If you fund your gift annuity with cash or appreciated property, you qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property.
And now, you can fund your gift using your. If you are 70½ and older, you can make a one-time election of up to $50,000 to fund a gift annuity. While your gift does not qualify for an income tax deduction, it does escape income tax liability on the transfer and count toward all or part of your required minimum distributions.
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Plan for Retirement With a Deferred Gift Annuity.
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See How It Works
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“Many people have retirement accounts that have grown substantially over the past decade. Once you reach age 72 (70½ if you turned 70½ before Jan. 1, 2020), you are required to take annual required minimum distributions (RMDs) from your IRA and other retirement accounts. These RMDs are fully taxed at ordinary income tax rates."
- Contact Mike Olson at 949.263.6127 or MikeO@UnitedWayOC.org for additional information on charitable gift annuities or to chat more about the personal benefits of creating an annuity with United Way.
- Seek the advice of your financial or legal advisor.
- If you include United Way in your plans, please use our legal name and federal tax ID.
Legal Name: Orange County's United Way
Address: 18012 Mitchell South, Irvine, CA 92614
Federal Tax ID Number: 33-0047994