IRA’s Can Help Our Community

09-27-2018 · Tocqueville Society · Tocqueville Women United · Ivan Allen Circle · Legacy Leaders


Did you know you can name United Way of Greater Atlanta as a beneficiary of your 401K or retirement plan?

You can help further United Way’s mission of driving sustainable improvements in the well-being of children, families and individuals in our community with your IRA. You can avoid taxes for you and your heirs AND help United Way at the same time whether or not you itemize! United Way can be named as a partial, primary or contingent beneficiary. In most cases it is as simple as filling out a short form with your plan administrator to name United Way as a beneficiary.

Furthermore, if you are 70½ or older, the IRA rollover is a great way for you to make a gift to support United Way. You can use the IRA rollover transfer to United Way to meet all or part of your annual required minimum distribution. Donors can transfer up to $100,000 directly from their IRA to United Way on an annual basis. You can also avoid income taxes on the distribution by donating it to United Way.  

Talk with your financial advisor or tax professional to determine your best strategies, and contact Eve Powell, epowell@unitedwayatlanta.org, for a confidential conversation about ways to save on taxes while supporting our community.