Stock Gifts

Assign or transfer your stock securities to United Way of Johnson & Washington Counties.

Step 1:

Access our Stock Broker information here:

• United Way Stock Donation Form 
• United Way Stock Transfer Instructions  

Step 2:

Please send a copy of your letter to United Way of Johnson & Washington Counties at info@unitedwayjwc.org or call us at 319-338-7823 to ensure your gift is properly acknowledged. For further questions, please contact Emma Barnum at Emma.Barnum@unitedwayjwc.org.

Step 3:

Once the stock is received, United Way of Johnson & Washington Counties will send you a confirmation letter that may be used for tax purposes.

Thank you for your support in creating a strong community for all.

Charitable Remainder Trust

If you have built a sizable estate and are looking for ways to receive reliable payments, consider establishing a charitable remainder trust. This type of trust provides income to you or other named individuals for life, or for a period not exceeding 20 years, from assets you place in the trust. At the end of the trust term, the remaining balance goes to United Way of Johnson & Washington Counties.

These gifts can offer tax benefits and options for income. There are two types of charitable remainder trusts:

• Annuity Trust: Pays you the same dollar amount each year, determined at the outset. Payments remain consistent, regardless of fluctuations in trust investments.
• Unitrust: Pays a variable amount annually, based on a fixed percentage of the fair market value of the trust assets. Payment amounts are redetermined each year, depending on the value of the trust. If the trust increases in value, so do your payments (and vice versa).

Legacy Giving

By including United Way of Johnson & Washington Counties in your will or estate plan, you help ensure that we can continue improving lives today and for future generations.

Already Including Us in Your Estate?

Let us know by contacting us at info@unitedwayjwc.org.

Giving a Gift in Perpetuity is a Big Decision—We're Here to Help!

There are several ways to leave a legacy gift. Explore the best option for you:

• Gift in Your Will or Living Trust: You can include United Way of Johnson & Washington Counties in your will or living trust while retaining the flexibility to adjust your plans as needed. This ensures that we can continue our mission for years to come.
• Gift of Appreciated Securities: Donating appreciated securities or mutual funds (held for more than a year) offers significant benefits. Not only can you support our mission, but you may also reduce or eliminate capital gains taxes. Additionally, you may be eligible for a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. Common ways to give securities:
  • Outright Gift: When you donate securities, you receive the same income tax savings as with a cash gift, while avoiding capital gains taxes on the transfer, which could be as high as 20%.
  • Transfer on Death (TOD) Account: By placing a TOD designation on your brokerage or investment account, the account will be paid to one or more beneficiaries, including United Way, after your lifetime.

Memorial Gifts

Establishing a memorial or tribute gift is a meaningful way to honor a loved one or celebrate a special occasion—such as a birthday—while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and make a difference in our community.

For more information, contact Kaila Rome at kaila.rome@unitedwayjwc.org.

Donor Advised Funds (DAF)

You can also create a lasting legacy by naming United Way of Central Iowa the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to United Way of Central Iowa and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.