Part of what makes the Monadnock region special is the generosity and commitment of its people to change lives for the better. We invite you to consider Monadnock United Way in your estate planning so your generosity to this community will continue beyond your lifetime.
Leave a legacy for generations to come. Donors who include Monadnock United Way in their estate plans are recognized as members of the Legacy Society. If you have questions about making a planned gift, or if you have already included MUW in your will or estate plans and would like to become a member of the Legacy Society, please click here to fill out a form so we can reach out to you.
Donors at all income levels can make an investment in Monadnock United Way's future, through any of the following opportunities:
Name MUW as a beneficiary in your will. A bequest provision can be included in your will when you are creating it or you can amend your existing will through the use of a codicil. This arrangement provides you with flexibility and control should your circumstances change. You can designate an exact amount or a percentage of the assets in your will.
Make a gift of appreciated securities. Make a bigger impact by donating long-term appreciated securities, including stock, bonds and mutual funds, directly to MUW. Compared with donating cash or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction. See the section below for more information.
Name MUW as a benficiary of a retirement plan. Perpetuating your gift through a retirement plan is simple, flexible and tax wise. Contact the administrator of your retirement plan to designate MUW as the beneficiary of your retirement plan. They can also let you know what restirctions may apply.
Name MUW as a benficiary of an existing or new life insurance policy. Many contributors are attracted to life insurance because it enables them to make a larger gift than they would otherwise have been able to make. Here's how it works: You pay the premiums on a life insurance policy that will ultimately produce a sizable gift to MUW. If MUW is named as the owner and beneficiary, you will also recieve a tax deduction for the annual premiums.
Watch the video below of Allen and Ellen Mendelson, members of our Legacy Society, as they talk about why Planned Giving is a great option.
Consider the Individual Retirement Account (IRA) charitable rollover option. This provision allows American taxpayers ages 70 1/2 and older to donate up to and including $100,000 from their IRAs each year without having to treat the withdrawals as taxable income. For more information, contact Katie Gardella at firstname.lastname@example.org or 603.352.4209 ext. 27.
Stocks and Securities
Donating stocks and securities is easy to do and can make a huge impact on the lives of people in the community. To transfer gifts of appreciated securities to MUW, have your broker contact Samantha Corliss at the Savings Bank of Walpole, at 603.355.1674 or email@example.com; and Katie Gardella at MUW, at 603.352.4209 ex. 27.
Use the following information:
Account #: 6FK075241
DCT #: 0443 (Pershing, LLC)
FBO: Monadnock United Fund
MUW Tax ID: 020236885