Year-End Giving

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Year-End Giving

YOU HAVE THE POWER TO HELP PEOPLE RIGHT HERE!  MAKE YOUR YEAR END GIFT TODAY!
Year-end is the time to give back, as well as make sure you are maximizing tax benefits! Here’s how to complete your 2017 gift to United Way of Walla Walla County by year end.
 
Your gift by check
 
Date your check on or before Dec. 31, 2017, and mail with postmark on or before Dec. 31, 2017. Gift checks mailed with postmark and check date on or before Dec. 31, 2017 will be counted for 2017 regardless of when they are received at United Way of Walla Walla County.
 
The address for mailing is:
 
United Way of Walla Walla County
PO Box 1134
Walla Walla, WA 99362
 
We are now located above the Union Bulletin.
Hand-delivery of your check:
 
112 South 1st Ave
Walla Walla, WA 99362
Questions about your gift by check? Email us at christy@unitedwayww.org or call 509.529.1183
 
Your gift by credit card
 
Make you gift online at United Way of Walla Walla County by midnight on Dec. 31, 2017.

 

Your gift of securities (stocks, bonds, mutual funds)
 
Gifts of securities (stocks, bonds, and mutual funds) require planning. The effective date of your gift for tax purposes depends upon how you deliver the gift. Use the deadlines below to ensure your gift counts for 2017.
 
The amount of your charitable deduction depends on the value of the securities at the time the gift is complete.
 
Mutual fund gifts:  Start early to determine the fund’s processing time, which varies widely from fund to fund. Some can complete your transfer within days of receiving your instructions; some take six weeks or more. Initiate your transfer early. It is wise to allow several weeks. While some transfers may be received within days of your instructions, longer delays are possible, especially at year-end.
Deadline: Your electronic transfer must be received by 11:59 p.m., on Friday, Dec. 30, 2017.  For more information call Christy Lieuallen @ 509.529.1183
 
Reduce income tax on Your 2017 Roth IRA conversion:
 
If you converted your traditional IRA to a Roth IRA this year, you can offset the taxable income generated by the conversion by making a charitable gift to United Way of Walla Walla County or by making an additional pledge payment on an existing gift. Timing is the key. Your Roth conversion and your gift work together, so to ensure your plan works as you intend, your gift or pledge payment should match the tax year in which the income is reported. Consult your accountant or financial advisor to make sure your Roth conversion and your charitable gift fit your overall tax strategy.