Your gift to Maui United Way goes beyond individual causes or organizations.
Through our Planned Giving Program, a Legacy Gift (also known as a bequest) enables donors to continue their support in perpetuity with a gift to the Maui United Way endowment. For more information, please contact: picklerwealthadvisors.com/maui
Retirement Plan/IRA
If you are planning to include a gift to Maui United Way in your estate planning, it is wise to name Maui United Way to receive IRA proceeds while leaving other assets to your heirs. These proceeds may be subject to both estate and income taxes. IRA and retirement plan proceeds payable to Maui United Way are not subject to estate and income taxes.
Life Insurance
Gifts of life insurance provide a convenient and affordable way for you to make a substantial future gift with a modest contribution while also reducing your income taxes. When you make Maui United Way the owner and irrevocable beneficiary of a life insurance policy, you may enjoy tax benefits, including charitable income tax deductions for any premiums that you may pay in the future.
Charitable Remainder Trusts or Unitrust
A custom designed and individually managed trust enable you to retain a fixed or variable income while claiming a current income tax deduction.
Charitable Lead Trusts
A charitable lead trust pays income to our organization first, then returns the remaining assets to you, your family or other designations. The lead trust generates immediate tax savings for you.
Wills and Trusts
A bequest through a will or trust arrangement is the most common form of a Legacy Gift. When earmarked for the Maui United Way endowment, you can be confident that your gift will provide support to the community for generations.
Real Estate Property
You may contribute the property you own, retain the right to enjoy your property for your lifetime and receive a tax deduction in the year the gift is arranged. Property gifts require prior approval of Maui United Way.
Gifts of Stock Securities
Appreciated publicly-traded securities offer a desirable way to make a contribution and avoid taxes. Gifts of closely held securities require the prior approval of Maui United Way.
Charitable Gift Annuities
A significant gift of cash or appreciated securities provides you with favorable fixed annuity payments for life. Annuities are designed for individuals or couples, providing payouts for as long as either one survives.