NON-CASH GIFTS
Give Non-Cash or Estate Gifts
What if you could help people in the toughest places without touching your checkbook? With non-cash and estate gifts, you can maximize your impact — and even save on taxes.
SECURITIES
Give Appreciated Securities
Donating appreciated securities held for more than a year, including stocks or mutual funds, is an easy and tax-effective way for you to make a gift to Unto.
Make Your Gift Today by Electronic Transfer
Simply download the Transferring Stock Shares document for delivery instructions to make a transfer from your brokerage account to Unto or call 1-800-778-7806.
Send Your Gift by Mail
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. Place the unsigned stock certificate(s) in one envelope. In the other include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail and send to:
Unto
100 Lake Hart Drive
Orlando, FL 32832
Potential Benefits
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction this year for the entire gift amount.
- Stock can be used to fund a gift that can provide lifetime income for you or you and your spouse if married.
IRAS
Give From an IRA
In 2015 Congress enacted a permanent extension of the IRA charitable rollover. As a result, individuals age 70½ or older can make gifts directly from their IRA to Unto.
Make a Lasting Impact
You may be looking for a way to make a big difference to help further express humanitarian kindness in the toughest places on earth. If you are 72 or older, you can make a gift directly from your IRA with no income tax due on the withdrawal amount. An IRA charitable rollover is a way you can help serve people in the toughest places and receive tax benefits this year.
Download the IRA Charitable Rollover document for instructions.
How an IRA Charitable Rollover Gift Works
- Contact your IRA plan administrator to make a gift from your IRA to us.
- Your IRA funds will be transferred directly to our organization to help more people experience humanitarian kindness.
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
- Please contact us if you want your gift to be used for a specific purpose.
Potential Benefits
- Avoid taxes on transfers up to $100,000 from your IRA to Unto.
- Satisfy all or part of your required minimum distribution (RMD) for the year.
- Reduce your taxable income, even if you do not itemize deductions.
- Make a gift that is not subject to the adjusted gross income deduction limits on charitable gifts.
DONOR-ADVISED FUND
Give From an Existing Donor-Advised Fund
A donor-advised fund is like a charitable savings account that serves as a hub for all your giving. You can establish a fund with cash, stock or other appreciated assets. You realize any tax benefits for which you qualify in the year of the donation. You can then recommend grants from your fund to the charitable organizations of your choice.
To Make a Donor-Advised Fund Gift
Contact your donor-advised fund (DAF) provider or log in to your DAF account online and request to recommend a grant to Unto as the recipient organization. Provide the following information:
- Organization Name: Unto
- Address: PO Box 628232, Orlando, FL 32862-9948
- Phone: 1-800-778-7806
- Email: unto@unto.com
- Tax ID: 95-4578963
Specify the amount you wish to grant and include the purpose of the grant, if any (for example, Clean Water or Maximum Impact).
Submit the grant recommendation through your DAF provider and receive a grant acknowledgment letter from Unto.
Open a Great Commission Donor-Advised Fund
Cru Foundation is a ministry back to you. They exist to help you invest in building the kingdom of God now, during retirement and beyond your lifetime.
You can establish a Great Commission Donor-Advised Fund (GCDAF) today or switch your current donor-advised fund from another DAF provider. Switching is as simple as initiating a grant to Cru Foundation for the full amount of funds in your current DAF (or a partial amount if you would like to keep both accounts).
Have questions? Email info@crufoundation.org or visit crufoundation.org/GCDAF and learn about the Great Commission Donor-Advised Fund through Cru Foundation.
Potential Benefits
- Simplify tax planning by consolidating all your giving from one source.
- Unlike a private foundation, no mandatory distributions are required from a DAF.
- Investment growth in the fund is tax free so more can go to charity.
- Low minimum to open a fund makes it easy for all donors to participate.
WILLS & BEQUESTS
Give by Will & Bequest
A charitable bequest is one of the easiest and most flexible ways you can leave a gift to Unto that will make a lasting impact. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Unto as part of your estate plan. You can also make a bequest using a beneficiary designation form.
How to Leave a Bequest to Unto
- Include a bequest to Unto in your will or revocable trust.
- Designate Unto as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension).
- Name Unto as a beneficiary of your life insurance policy.
Types of Bequests
- Percentage bequest — make a gift of a percentage of your estate
- Specific bequest — make a gift of a specific dollar amount or a specific asset
- Residual bequest — make a gift from the balance or residue of your estate
Note: If you have been so generous as to include a bequest to Unto as part of your estate plan, please let us know using the contact form below. We would like to recognize you and your family for your generosity.
Potential Benefits
- Receive an estate tax charitable deduction.
- Reduce the burden of taxes on your family.
- Leave a lasting legacy to charity.
REACH OUT
Our Giving Team Is Here to Help
If you have questions about gifts of appreciated assets and stock, IRA charitable rollover, Donor Advised Funds, giving to the endowment fund or leaving a bequest to Unto, send an email to our Development team using the form below.
"*" indicates required fields