Corporate Gifts
A corporation can make and deduct charitable gifts and be recognized for their support.
Securities
There are distinct tax advantages to considering gifts of appreciated securities such as stocks, bonds, and mutual funds. Donors do not incur capital gains tax on appreciated securities given for charitable purposes and the full value qualifies for a charitable tax deduction.
Donor Advised Fund
A grant recommendation from your Donor Advised Fund (DAF) is a wonderful way to put previously designated charitable funds to use for the health of our community. Contact us to discuss options for using grant recommendations from your DAF as part of a multi-year gift strategy.
Qualified Charitable Distribution (QCD from an IRA)
Donors age 70 1⁄2 and older can make a direct transfer of up to $100,000 per spouse from an individual IRA to a UnityPoint Health hospital foundation. The gift is credited against the required minimum distribution; it is not taxable or deductible.
Complimentary Estate Planning Assistance
A planned gift is arguably the most meaningful charitable gift you can make: it involves deciding what you want your legacy to be, how you want to make it, and who you trust to carry it out. Just as the legacy you choose is exceptionally personal, the method of creating a planned gift is unique to each donor's situation. There are many components to a personal estate plan.
What is Estate Planning?
Estate Planning helps assure you that the assets (including property, insurance policies, retirement accounts, cash on hand, etc.) you have worked hard for during your life transfer to your loved ones and your valued charitable organizations in the way you intend.
Estate Planning Assistance
Dr. Eddie Thompson, President of Thompson and Associates, is the representative you will be working closely with for your planning needs. He will share his expertise in planned giving to help you through the comprehensive Charitable Estate Planning process. This process usually concludes with a plan that meets your personal needs. And because of Thompson & Associates' partnership with the Allen Foundation, you receive their resourceful assistance at no charge.
This video introduces you to estate planning with three things you need to know:
- How to protect your future
- Leaving a legacy
- Staying up to date on new tax laws
Services Available to You
Work with Thompson & Associates to avoid estate taxes, plan for your family and yourself, and benefit the charitable organizations you value. Services are available to create a new plan or review an existing one to ensure it carries out your long-term intentions.
The following confidential services are available:
- Estate Planning 101 - what you need to know to get started
- Estate Plan Review - a valuable second opinion on your current plan
- Comprehensive Estate Planning Services
- Consultation with Your Attorney, CPA, or other planning professionals
- Ask Thompson & Associates - telephone and e-mail question and answer service
Contact the Allen Foundation at (319) 235-3960 or email Michael.Lind@unitypoint.org to schedule your local, confidential appointment with Dr. Eddie Thompson of Thompson & Associates.