Unity Club of Falls Church, Virginia
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Unity Club Affordable Serenity Gifts

Will Plan

Need to preserve your assets during your lifetime?  You can plan a gift to us that will only take effect after your other obligations have ceased.

  • Include a bequest to the Unity Club in your will or trust.
  • Make your bequest unrestricted or direct it to a specific purpose here.
  • Indicate a specific amount, or a percentage of the balance remaining in your estate or trust

Benefits to You

  • Your assets remain in your control during your lifetime.
  • You can modify your bequest to address changing circumstances.
  • You can direct your bequest to a particular purpose (be sure to check with us to make sure your gift can be used as intended).
  • Under current tax law there is no upper limit on the estate tax deduction for your charitable bequests.

Retirement Plan

Give us assets subject to double taxation, and then leave more to your family.

  • Name the Unity Club as a beneficiary of your IRA, 401(k) or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to the Club after your death.

Benefits to You

  • Avoid the double taxation your retirement savings would face if you designate them to your heirs.
  • Continue to take regular lifetime withdrawals.
  • You can revoke us as a beneficiary if your family's needs change during your lifetime.

Appreciated Securities

Here is how to take advantage of appreciated securities without incurring capital gains tax.

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to the Unity Club.
  • The Club holds or sells your securities and uses the proceeds for its programs.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer.
  • Giving appreciated stock could be more beneficial than giving cash.

Life Insurance

You do not need a large estate to make a significant gift to us.  Here is how you can leverage your dollars for a larger gift.

Real Estate

A valuable asset you can donate in exchange for powerful tax benefits and even an income stream for you and/or your loved ones.

Personal Property

You can give us many kinds of personal property that enhance our mission and provide tax benefits to you.

Contact Us

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation.  Consulting with the appropriate professionals can assist you.  Discussing your charitable intentions with us can lead to a much better result than going it alone--and will assure that your gift is used just as you wish.  We can give you valuable information about any of the “Serenity Gifts” mentioned in these planned giving pages.

These programs require action (sounds familiar?). So, act now to begin building a lasting legacy and “Carry the Message.”  Contact:

Karl E. Hoffman
Executive Director
Unity Club, Inc.
116B West Broad Street
Falls Church, VA 22046
legacy@unityclub.com

Disclaimer
The Unity Club, Inc., its agents, and representatives are not engaged in legal or tax advisory service.  Always obtain advice of an attorney or other professional advisor to make certain a contemplated gift fits well into your overall circumstances.

The purpose of this section of our website is to provide general gift, estate, and financial planning information.  Watch for tax revisions.  State laws govern wills, trusts, and charitable gifts made in a contractual agreement.  Seek advice from legal counsel when considering these types of gifts.

...that they may solve their common problem...
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