Consider investing in the future to ensure Greater Mankato Area United Way can continue its vital work in building a better tomorrow for all.
Established through the Mankato Area Foundation, the United Way Planned Gift Fund will help Greater Mankato Area United Way continue to balance our community in the areas of basic needs, health and education. This fund provides donors the ability to make a gift that keeps giving for generations to come.
Creative & Tax Efficient Ways to Make a Meaningful Impact through Greater Mankato Area United Way
There are many ways to support the vital work of Greater Mankato Area United Way. Here are a few creative ways to give that may also include a tax benefit for you, the donor. A “win-win” for you and United Way.
- IRA Qualified Charitable Distribution.
- For those age 70 ½ or older, when you give directly from your IRA to the Greater Mankato Area United Way, you will be improving lives of all ages, while reducing your taxable income. A gift directly from your IRA could also satisfy a portion of your required minimum distribution (RMD).
- Donor advised fund distribution.
- A donor advised fund is a charitable giving vehicle that provides an immediate tax benefit. Once the fund has been established, it allows the donor to recommend gifts to various charities of their choice. If you have a donor advised fund, please consider making a gift to Greater Mankato Area United Way.
- Gift of stock.
- If you own appreciated investments such as common stock, a mutual fund, or an ETF, you can gift shares to Greater Mankato Area United Way. Your charitable donation can help you avoid capital gains tax and potentially receive a charitable deduction.
To learn more, contact:
Barb Kaus, Greater Mankato Area United Way CEO
507-345-4551
BarbK@MankatoUnitedWay.org
Matt Norland, Planned Gift Chair; Meyer & Norland Financial Group
Download our Planned Gift Fund Brochure
Unlike traditional gifts made from your income, a planned gift is often made from your assets (such as investments or real estate) or as a part of your estate plan. These gifts provide an opportunity to continue your commitment to our region and support the issues that matter most to you. This is an additional way of giving besides your annual campaign gift. Give a one-time gift now, or make a future pledge.
When you include a gift as part of your overall estate and financial plans to support Greater Mankato Area United Way, you are improving lives and creating lasting change in our region. Planning a gift can be easy, and your generosity will leave a legacy of support for programs and initiatives that will continue to advance the common good for years to come.
You might consider giving through:
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Appreciated Securities
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Bequest in Will or Trust
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Charitable Gift Annuity
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Charitable Remainder Trust
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Life Insurance Beneficiary
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Real Estate
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Retirement Plan Assets
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Other Avenues
Chair: Matt Norland, Meyer & Norland Financial Group
Jo Bailey, Sign Pro
Denny Dotson, Dotson Iron Castings
Phil Slingsby, Retired
Steve Weisbecker, Lloyd Management