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Planned Giving

Planned Giving

How to Give

Giving to Unity of Boulder can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.


Bequest

You designate Unity of Boulder as the beneficiary of your asset by will, trust or beneficiary designation form.

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IRA Rollover

Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

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Beneficiary Designation Gifts

You can designate Unity of Boulder as a beneficiary of a retirement, investment or bank account or your life insurance policy.

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Charitable Gift Annuity

You transfer your cash or appreciated property to Unity of Boulder in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

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Charitable remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

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Charitable remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

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Charitable Lead Trust

You fund a trust that makes gifts to Unity of Boulder for a number of years. Your family receives the trust remainder at substantial tax savings.

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Sale and Unitrust

You give a portion of your property to Unity of Boulder to fund a charitable remainder trust, when the property sells you receive cash and income for life.

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Give it twice Trust

You provide your children with a stream of income while making a gift to charity.

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Life Estate Reserved

You give your property to Unity of Boulder but retain the right to use the property during your life.

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Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Unity.

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